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.

September: Time To Review Your Insurance Portfolio

September is time to review your insurance portfolio, according to the GET READY! financial calendar. Download your free financial calendar (here). Reviewing your insurance policies now, will also help you be prepared for open enrollment. Doing so now, will help you make sure that your insurance coverage still meets your needs or if you will … Read more

September is Life Insurance Awareness Month

To promote life insurance awareness, Questions and Answers on Life Insurance and The Questions and Answers on Life Insurance Workbook will be available on Amazon Kindle format for 99 cents throughout the month of September. I am also giving away 10 copies of Questions and Answers on Life Insurance on Goodreads (here) – please note … Read more

August is Estate Planning and Beneficiary Review Time

August is the time to review your estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives. This is especially important if you have had a major life event such as a marriage, birth of a child or divorce.  Consider if beneficiary updates are needed for … Read more

Get Ready! with Tony Steuer – Ep2: The Future of Financial Services with Bob Bingham

Welcome to Episode 2 of the GET READY! With Tony Steuer podcast in partnership with Insurance Nerds. In this episode, I spoke with Bob Bingham. Bob and I discussed:   Do you know how to build your business? What is the future for the financial services industry? How does being focused on the client make you … Read more

What are your insurance gaps?

The recent earthquakes in Southern California are a good reminder that a financial service should match your needs and goals. This comes under the GET READY! Principle that You should receive customized service appropriate to your needs and goals. Your potential financial needs should be reviewed for each type of financial product under consideration and take … Read more

Balancing retirement savings with the rest of your financial life

Retirement is not a magical event that happens on its own, nor is it something that is beyond your reach. It does, however, require some thought and savings.  To succeed in your retirement planning, you’ll need to consider your goals and priorities. Most of us are balancing multiple goals including retirement savings, college savings for … Read more

GET READY for Financial Literacy Month

April is financial literacy month.  Becoming financially literate is your first step to GET READY!. Financial literacy is about understanding your financial choices, the terminology and how the various parts of your financial life work.  It’s about becoming educated and making smart money choices.  Financial literacy is defined by the Government Accounting Office (GAO) as: … Read more