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

Porch Pirates:

Over 26 million Americans (8%) have had a holiday package stolen from a front porch or doorstep. And this number is rising each year according to new research from insurancequotes.com. This has happened to us and it is incredibly frustrating.  Unfortunately, it is oftentimes due to the laziness of delivery services who don’t ring the … Read more

Wildfires and Insurance Update

Wildfires: With the wildfires now over, it is time for recovery. Here’s the latest insurance news: Technology Assistance: Due to evolving technology, insurance claims experts were able to monitor screens showing satellite images, photos from airplane flyovers and social media posts describing what was happening on the ground. According to Travelers, this allowed them to … 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