Tony Steuer

2 min read

Get Ready! Money Pros Guide – Week 𝟏𝟑: Reflect On The Prior Quarter

Get Ready! Money Pros Guide – Week 𝟏𝟑: Reflect On The Prior Quarter by Tony Steuer Are you taking time to reflect on your accomplishments? Happy Friday. Ready to hop into this week’s Get Ready Update? Let’s go! ✅ Week #13 Action Item: Reflect on...

Read More

2 min read

Get Ready! Money Pros Guide – Week 𝟏𝟐: Review your support for the next generation

Get Ready! Money Pros Guide – Week 𝟏𝟐: Review your support for the next generation by Tony Steuer Happy Friday. Ready to hop into this week’s Get...

Read More

2 min read

Get Ready! Money Pros Guide – Week 𝟏𝟏: Do You Have The Right Advisors?

Get Ready! Money Pros Guide – Week 𝟏𝟏: Do You Have The Right Advisors? by Tony Steuer Happy Friday. Ready to hop into this week’s Get Ready Update?...

Read More

2 min read

Get Ready! Money Pros Guide – Week 🔟: Have a Family Transition Meeting With Your Parents and Siblings

Get Ready! Money Pros Guide – Week 🔟: Have a Family Transition Meeting With Your Parents and Siblings by Tony Steuer **Have you talked with your...

Read More

3 min read

Get Ready! Money Pros Guide – Week 9️⃣: Are You Talking To Your Family About Money?

Get Ready! Money Pros Guide – Week 9️⃣: Are You Talking To Your Family About Money? by Tony Steuer Ready to hop into this week’s Get Ready Update?...

Read More

3 min read

Get Ready! Money Pros Guide – Week 8️⃣ : What Would You Do In An Emergency?

Get Ready! Money Pros Guide – Week 8️⃣ : What Would You Do In An Emergency? by Tony Steuer Hi, Happy Friday. Ready to hop into this week’s Get Ready...

Read More

2 min read

Get Ready! Money Pros Guide – Week 5️⃣ : 🗃️ Organize 🗄️ Your Financial Documents

Get Ready! Money Pros Guide – Week 5️⃣ : 🗃️ Organize 🗄️ Your Financial Documents by Tony Steuer ✅ Week #5 Action Item: Organize your financial...

Read More

3 min read

Get Ready! Money Pros Guide – Week 4️⃣ : Plan for Upcoming Life Events

Get Ready! Money Pros Guide – Week 4️⃣ : Plan for Upcoming Life Events by Tony Steuer ✅ Week #4 Action Item: Plan for Upcoming Life Events 👉 Life...

Read More

2 min read

GET Ready for 2024! Week 3️⃣ : Plan for Life Stages

GET Ready for 2024! Week 3️⃣ : Plan for Life Stages by Tony Steuer Happy Friday. ✅ Week #3 Action Item: Plan for Life Stages 👉 Our financial needs...

Read More

2 min read

GET Ready for 2024! Week 2️⃣ : Define Your Goals & Priorities

GET Ready for 2024! Week 2️⃣ : Define Your Goals & Priorities by Tony Steuer 🔙 GO BACK TO WEEK 1️⃣ OR ➡ JUMP TO WEEK 3️⃣ ✅ Week #2 Action Item:...

Read More