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

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