Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit - Softcover

Steuer, Tony

Softcover

ISBN 10: 0692163921 ISBN 13: 9780692163924

Publisher: Life Insurance Sage Press, 2019

Synopsis

Excellence in Financial Literacy Education (EIFLE) Award 2020 Adult Book of the Year

Accidents. Fires. Floods. Hurricanes. Job instability. Unexpected repairs. Now, more than ever, uncertainty is a fact of life. This raises an important question we all too rarely ask in advance: “What happens to the pieces of my financial life if an emergency hits?”

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 this title

Review

"If you were given five minutes to get out of your house in an emergency, what would you do? [...] A recognized authority on financial literacy, Tony Steuer, author of GET READY!: A Step-by-Step Planner for Maintaining Your Financial First-Aid Kit, is on a mission to help every household create a plan of action in the event of an emergency." 
-ValueWalk

"In his new book, GET READY!: A Step-By-Step Guide to Maintaining Your Financial First Aid Kit (2019), Steuer provides readers with the organizational advice and practical steps needed to secure financial information in the event of an emergency."
-Sytonia Reid, Green American 

"Marie Kondo has inspired many to declutter their lives, whether it's through her writing or her wildly popular Netflix series. Her KonMari method can also be applied to all those personal and financial documents that are scattered around your home. Steuer has created this handy guide to keep track of it all. The same principles can be applied to electronic documents, which can be placed into folders you can create on your computer." 
-Yahoo Finance

"GET READY! is the most comprehensive financial first aid kit out there. It's financial-know-how + disaster preparedness, all in one planner.  Whether you need to organize your finances in the event of a disaster or simply prepare yourself for life's inevitable changes, GET READY! will show you how to gather everything in one place and help you breathe easier." 
-West Michigan Live with Justin Barclay

"Going KonMari on Your Office? Slow down . . . We know, everyone is obsessed with Marie Kondo's KonMari method. That's why these tips from Tony Steuer, author of GET READY!: A Step-by-Step Planner for Maintaining Your Financial First-Aid Kit, got our attention. Before you discard your financial documents (step one of the KonMari method), consult Tony's list of recommendations. You might be surprised by how long you need to hang on to some documents." 
-California Broker Magazine

Edition details

• Publisher: Life Insurance Sage Press
• Publication date: 2019
• Language: English
• ISBN 10: 0692163921
• ISBN 13: 9780692163924
• Binding: Paperback
• Number of pages: 256