You don’t have to fund everyone’s dreams at the expense of your own. In this 20-minute webinar, you’ll learn how to set clear financial boundaries, say “no” with confidence, and build a money plan that supports your goals, not guilt. It’s time to give with intention, protect your peace, and stop letting people-pleasing drain your wallet.
Join me for a webinar where I’ll cover the key financial aspects of aging in place. We’ll explore the true expenses of aging at home, how to pay for it, cost-saving strategies, and often-overlooked costs that could catch you by surprise. Whether you're planning for yourself or a loved one, this session will equip you with actionable insights to help you stay financially secure while maintaining independence at home.
In this video, I share essential tips to help caregivers protect their financial health. With many caregivers dipping into personal savings and balancing work challenges, I offer five practical strategies, from setting goals to tracking expenses. I hope these insights empower you to stay financially prepared and prioritize your well-being.
Join us for our monthly Q&A session, where we address your questions about preparing for a secure retirement. Each month, we explore topics like safeguarding retirement savings, planning for healthcare expenses, and navigating Social Security and Medicare. Get insights and advice tailored to help you feel ready for the road ahead. Check the link below to see when our next session is and bring your questions!