Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit
About this ebook
In GET READY!, financial expert and award-winning author Tony Steuer explains how to organize your financial life with a comprehensive, easy-to-follow, step-by-step process. After explaining what exactly each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! expertly guides you through the process of documenting vital information and gathering it in one place to maximize your financial preparedness.
GET READY! covers:
- Implementing the GET READY! system to help organize your financial documents in the way that works best for you
- Assembling documents and knowing which are critical to your financial preparedness and which to toss
- Creating a critical emergency action list, so you can be prepared in the event of an evacuation
- Communicating key components of your financial life to family and heirs, so they’re not left guessing in an emergency and can step right in if something should happen to you
- Setting up your financial dashboard to monitor your overall financial preparedness
- Staying ready with a system that helps you maintain your financial health and preparedness
GET READY! goes beyond other financial organizational systems by demystifying the world of personal finances, explaining how to easily assess your financial situation and identifying issues that need to be addressed so that you can become better educated about your finances and maximize your resources.
As a bonus, all worksheets are available for download through links provided in the book.
About the author
Tony Steuer, CLU, LA, CPFFE, helps people make sense of the financial world in a way that’s easy for them to understand. His books, including Insurance Made Easy and The Questions and Answers on Life Insurance Workbook, have won numerous awards, and Questions and Answers on Life Insurance: The Life Insurance Toolbook was named as one of the top nine great investment books worth reading by Forbes in 2010. Tony is regularly featured in media and has been interviewed for the New York Times, the Washington Post, US News & World Report, Slate.com, and other media and appeared as a guest on shows like TheWall Street Journal Morning Radio Show, The Prudent Money Show, Your Financial Editor, Insider Secrets, Suzy G. in the Morning Show, and other programs. He also served as a technical editor for The Retirement Bible and The Investing Bible. Tony offers financial advice and resources at www.tonysteuer.com.
