Community Insights

 

Insurance Trends, Ideas, & Analysis From Insurance Nerds

Never miss the latest...

Financial Preparedness (4)

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

3 min read

GET Ready for 2024! Week 1️⃣ Of Getting Your Financial House in Order

GET Ready for 2024! Week 1️⃣ Of Getting Your Financial House in Order by Tony Steuer ✅ Week 1 Action Item: Review the Get Ready Habits 🌎 The big...

Read More

3 min read

On No!…The B-Word: Why Budgeting Is NOT A Four-Letter Word

On No!…The B-Word: Why Budgeting Is NOT A Four-Letter Word by Crystal Temple The end of the year is near. You’ve done your employee reviews, you’ve...

Read More

2 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 8 – Create a Critical Emergency Action List

Changing the Way You Think About Money – The Get Ready Blueprint: Week 8 – Create a Critical Emergency Action List by Tony Steuer (NOTE: We will use...

Read More

2 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 7 – Update Your Home Inventory 🛁 🛌 📺 💻 📠

Changing the Way You Think About Money – The Get Ready Blueprint: Week 7 – Update Your Home Inventory 🛁 🛌 📺 💻 📠 by Nicholas Lamparelli (NOTE: We...

Read More

2 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 6 – 🧹Declutter🧹 Your Documents

Changing the Way You Think About Money – The Get Ready Blueprint: Week 6 – 🧹Declutter🧹 Your Documents by Tony Steuer (NOTE: We will use Financial...

Read More

3 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 5 – Organize Your Financial Documents

Changing the Way You Think About Money – The Get Ready Blueprint: Week 5 – Organize Your Financial Documents by Tony Steuer (NOTE: We will use Fun...

Read More

3 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 4 – Plan For Life Events

Changing the Way You Think About Money – The Get Ready Blueprint: Week 4 – Plan For Life Events by Tony Steuer (NOTE: We will use Fun Financial...

Read More

3 min read

Changing the Way You Think About Money – The Get Ready Blueprint: Week 3-Plan For Life Stages

Changing the Way You Think About Money – The Get Ready Blueprint: Week 3-Plan For Life Stages by Tony Steuer (NOTE: We will use Fun Financial Fridays...

Read More