ABC KGO: Seven on Your Side with Michael Finney

Very excited to appear on ABC 7 KGO’s Seven on Your Side with Michael Finney last night (3/13). We discussed GET READY! and how to apply the Marie Kondo principles to managing your financial documents.  We covered the topic of what to keep and for how long.  Check out the interview here: https://abc7news.com/home/clearing-document-clutter-at-home/5190725/ Pick up … Read more

ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019)

Looking forward to appearing LIVE on ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019) sometime between 4:20 & 4:30.  We’ll be discussing how to apply the Marie Kondo Principles to your financial documents – what to keep and for how long. You can live-stream in the S.F. Bay Area here: https://abc.go.com/watch-live 

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

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

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

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