The Four Principles For A Successful Family Financial Meeting:

The Get Ready Financial Calendar action item for June is holding a family financial meeting. The goal of a family financial meeting is to review and communicate goals, priorities and intentions. Here are the four principles for a successful family financial meeting Include all family members.  It’s important to involve all members of the family … Read more

Get Ready (Expanded Edition) – Campaign Ending Soon

The Indiegogo campaign to fund the production of the Ready (Expanded Edition): A Financial First Aid Kit ends on June 6th. Please consider supporting my project by pre-ordering your copy or making a contribution (here), The Get Ready! (Expanded Edition): A Financial First Aid Kit is an all-in-one financial organizer that includes the Get Ready … Read more

How to be financially prepared during uncertain times

“Difficult to see. Always in motion is the future.” Yoda Yoda is on the money, the future tends to be different than what we expect. As a writer and advocate, my mission is to help people be financially prepared for any emergency. And while you can be prepared for an emergency, you can’t predict with … Read more

Top 4 Things You Need to Do Now to Organize Your Financial Life 

Safety efforts like hand washing and mask-wearing are helping lower risks in the current COVID-19 crisis, but there’s another critical safety step you may not be taking — one that can significantly reduce stress on your family and on society amid this crisis:  Organizing your financial life.  Amid a surge in demand for things like … Read more

Covid-19: Understanding Your Financial Resources and Options 

Over the last month, our lives have been partially or completely disrupted. My city has been under a shelter-in-place order like so many other people for what seems like months. Covid-19 and Coronavirus is taking a toll on all of us physically and financially. We must work with the circumstances that we are given and … Read more

Get Ready! Give-away

Pleased to host a Goodreads give-away for Get Ready: A Step-by-step planner for maintaining your financial first aid kit. Get Ready is all about helping you organize your financial life so that you can be prepared for any financial emergency including any brought on by Covid-19 (coronavirus). (click here to enter the giveaway) Stay well, Tony … Read more

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