Get Ready: Here’s How and Why to Get Financially Organized Because of Covid-19 (Coronavirus)

Over the last few days, for many us, our lives have been completely changed. My family is under a shelter in place order which includes our son participating in online education. We can only leave for essential needs and the occasional walk provided we remain six feet away from those who we do not reside … Read more

Insightful Insurance Observations Spring 2020

Last week, I was invited to be a guest lecturer on insurance for a U.C. Berkeley personal finance course. It was a great experience with insightful questions from the students.  Here are some of the issues that we discussed: What are insurance company financial strength ratings? The financial strength of an insurance company is highly … Read more

Get Ready with Sheryl (Brown) Hickerson: Female Advocacy in the Financial Services Community

“On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead.” Sheryl Brown … Read more

Get Ready with Sheryl Garrett: Making Competent, Objective Financial Advice Accessible

“Sheryl says the role of a financial advisor is one of the most important jobs but there is a segment of the industry that operates like the gunslingers of the Wild West, we don’t have the rules and regulations to protect those who we are supposed to be serving – I couldn’t have said it … Read more

Get Ready with Kerry Hannon: Career Transitions and Women Taking Charge of Their Financial Planning

“It’s easy when you meet new people, when you’re at a conference or something, to start feeling like you need to be marketing yourself, telling them who you are. Instead, ask questions and learn who they are. If you listen, you make the other person feel great and so you’ve made a connection. And you’ll … Read more

Here’s how to take ONE simple step each month of 2020 to keep your finances in order:

You’ve resolved to get a handle on your finances in 2020, but will that determination wane by March? With over 80% of people failing to realize their New Years resolutions, it’s likely that you’ll become overwhelmed with checklists and budget-tracking within just a matter of months.  That’s why I suggest ONE simple action item each … Read more

GET READY for open enrollment with Insurance Made Easy – .99 cent sale

Insurance Made Easy: Available for .99 cents through the end of October (Amazon Kindle version (here). Insurance Made Easy covers all types of insurance that you will need to review for your employer open enrollment. Insurance Made Easy provides definitions and breakdowns of coverage options for employer based insurance and individual insurance.