12 Simple Steps to Organizing Your Financial Life

Check out the new Slideshare presentation from GET READY! 12 simple steps to organizing your financial life. Here’s what it’s about: to reach any goal it’s important that it is achievable and has clear steps. Setting up a financial calendar will help you keep your financial life organized. Having one action step per month will … Read more

Interview with Chris Hall, Founder, EPNavigator

EPNavigator is a simple and affordable way to take care of your basic estate planning needs including powers of attorney, wills and trusts. I am pleased to be able to partner with EPNavigator and offer their unique resource.  Estate Planning is an important financial task that can oftentimes fall to the wayside.  With EPNavigator, you … Read more

Feel like you spent too much over the holidays?

You’re not alone. According to a recent survey, over 3 in 4 Americans worry about going into debt during the holiday season.   That’s why this is the perfect time to hold a family financial meeting. It’s important that you know how to do it right. Below are my tried-and-true tips for how to wrangle the crew … Read more

Insurance Fraud Hall of Shame 2018

Insurance scams are an $80 billion a year crime which indirectly raises all Americans premiums on every type of insurance.  Insurance companies to remain profitable, must take in more money than they pay out whether it’s through premiums or investments. And, we want profitable insurance companies so that they can pay our claims.  The Coalition … Read more

Tony Steuer on Creating Your Critical Emergency Action List: Published on Gritdaily

gritdaily.com recently published “Tony Steuer on Creating Your Critical Emergency Action List.  This article covers the steps to take when a disaster hits and you are faced with an evacuation order.  You should start off by creating a Critical Emergency Action List which includes taking stock of your family’s medical concerns, documenting how to access … Read more

Advice from John Bogle

Vanguard announced the passing of legendary Founder John Bogle on January 16, 2019.  Mr. Bogle had legendary status in the American investment community, largely because of two towering achievements: He introduced the first index mutual fund for investors and, in the face of skeptics, stood behind the concept until it gained widespread acceptance; and he … Read more

Monitor your child’s identity

Identity theft is a disturbing crime regardless of your age. The idea that your personal information is now in the hands of people with bad intentions can leave you feeling quite vulnerable. Now imagine the panic of discovering that your minor child’s personal information has been stolen and is being used fraudulently. Children’s identities are … Read more

Financial Services Disclosures:

Wouldn’t it be nice to know the details of your new financial service product?  Food manufacturers are required to disclose ingredients and nutritional content on labels. While there are shortcomings to how this is done, it does provide easy to understand guidance that has some degree of consistency from one label to another.   Unfortunately, … Read more