I had a wonderful time talking about my relationship with money over the years, financial caretaking, what I call "cultural capital", with Annalee Kruger, founder of CareRight, Inc., a company that offers "white glove", comprehensive, senior care planning services. #money #planning #eldercareservices #carerightinc #annaleekruger #culturalcapital #financialplanning #cfp Enjoy! Solutions for the Caregiver Crisis Podcast Click here to download episode. Terry
Category: financial life planning
Diversity, Aging, and Unexpected Waypoints
To face the challenge of navigating to and past various waypoints, an individual may be the educator or the student…the planner or the client...or any combination of these four roles.
A Conversation About Financial Planning with Stevonne Fuller
Photo by Prateek Katyal on Pexels.com Stevonne Fuller is an encourager. She is the owner and host of Antithesis of Superwoman(TM) podcast and on a mission to "provide encouragement to the overwhelmed... to share motivation, love and honesty on a global scale to help people transition from overwhelmed to overjoyed with grace...and in doing so, … Continue reading A Conversation About Financial Planning with Stevonne Fuller
Don’t Make Resolutions. Be your own “vinedresser”.
Photo by Elle Hughes on Pexels.com Bottom line up front: Collectively, generally: we have too much “stuff!” We have too much mental stuff, too much social stuff, too much emotional stuff, and too much material stuff. In my mind’s eye, I cue George Carlin’s classic stand-up comedy routine on “stuff”. A resolution is a … Continue reading Don’t Make Resolutions. Be your own “vinedresser”.
UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward?
September 24, 2019 “Tell your parents ‘Don’t worry about the price. It will be worth it. Don’t worry about debt; just accept the (college) offer!’” Yep, a college sophomore said it with her loud voice during a university “meet and greet” my daughter and I attended this past summer. Then there was a young woman … Continue reading UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward?
Peace of Mind Waypoints 