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…
Tag: financial planning
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
Financial Planning Waypoints During COVID-19: Be Your Own Protagonist
April 1, 2020 What will you do? In between social media posts of Stephen A. “baby filter” rants, homeschool moms portrayed as legit superheroes, be-dazzled toilet paper memes, and biological weapon conspiracy theories, I came across an appropriate Venn diagram for us “science fiction/literary classic/”B” movie loving” type nerds in the world. What would I … Continue reading Financial Planning Waypoints During COVID-19: Be Your Own Protagonist
Peace of Mind Waypoints 