Photo by Vlada Karpovich on Pexels.com Dream big dreams about the next phase of life. Close your eyes. Clear your mind. Take a deep breath and meditate for a moment on what retirement and beyond looks like. Can you see it? If you can’t envision what your retirement and beyond social and well-being activities will … Continue reading Plan to Have Fun! Ways to Avoid Isolation and Loneliness
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Show Up for Yourself to be Your Best Self, Because It’s Not About You…
January 1, 2025 Photo by Morten Raade on Pexels.com Financial professionals attend required continuing education courses to maintain credentials. However, there are at least two more broad categories of learning opportunities: Cross-cutting planning, business, and subject matter learning opportunities; and Life’s financial challenges that test the planner’s ability and willingness to follow her own advice. … Continue reading Show Up for Yourself to be Your Best Self, Because It’s Not About You…
A Conversation with Annalee Kruger, founder of Care Right, Inc.
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
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
Peace of Mind Waypoints 