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

The GET READY! with Tony Steuer Podcast

I’m excited to announce The GET READY! With Tony Steuer podcast  in partnership with Insurance Nerds launching next week. The podcast features conversations with thought leaders across an array of industries regarding innovative concepts to help advisors and businesses better serve their clients while increasing consumer financial preparedness.   My goal is to make the … Read more

The Money Answers Show: Take Control of Your Financial Life

This month, I had the pleasure of of appearing on The Money Answers Show with Jordan Goodman. We discussed these questions: Are you ready to take control of your financial life? Do you have a plan? What are the critical things to track and understand in order to know both your current financial situation and … Read more

Get a free copy of The Questions & Answers on Insurance Planner

Receive a free PDF copy of “The Questions and Answer on Insurance Planner” when you leave your review of “GET READY!” on Amazon. Just send me an email confirming you’ve posted a review on Amazon, and I’ll send you the PDF. Pick up your copy of GET READY! And create your own financial first aid … 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

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