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

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

GET READY! Book Giveaway and Backlist Sale

Thank you for your support with the launch of GET READY!: A Step-By-Step Guide to Maintaining Your Financial First Aid Kit. To celebrate the launch and to promote Financial Preparedness, you can enter to win a free copy of GET READY! On Goodreads (click here) through January 28, 2019. And, I’m pleased to once again be … Read more

Tax Favored Account Contributions and Distributions:

There is always a focus at the end of the year on making contributions to retirements plans.  There is the flip side to this and that is that it is important to understand what distributions you may need to make from a retirement plan or a flexible spending account.  Understanding what actions you should take … Read more

In the news: Cheddar Interview

Thank you to Cheddar for having me on their morning live-stream this month to discuss How to Prepare Your Financial First Aid Kit Before Disaster Strikes (full interview) and How to Build a Financial First-Aid Kit for Disasters  (excerpt from interview and blog post). In this interview, I discuss how The GET READY! Planner walks you … Read more

Fires & Floods:

Fires & Floods: The last couple of years have brought many natural disasters including fires, hurricanes and floods.  According to scientists, it is likely that the increased frequency and severity are a result of global warming and most likely will continue. This is having an impact on the insurance industry and will have an impact … Read more