When You Can No Longer Be The Family Caretaker: 5 Steps
When we are young, it seems we and our parents will live forever. We don’t tend to spend much time on the harsh realities of what living a long life entails. Now, a lot of people are getting firsthand experience with the challenges of caring for elderly parents. 10% of adults aged 60-70 are caretakers to an elderly parent and the number jumps to 12% for adults over 70.1 Caring for a parent is straining both emotionally and financially for a lot of people. There will often be a breaking point where the current arrangement is no longer tenable […]
Michele Lenz Completes Fundamentals of Financial Life Planning training with MoneyQuotient
Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals. Flourish has integrated these tools into our financial planning process and it was time for Michele to go through the comprehensive three-day training. During the course, Michele went through the 5-E Financial Life Planning Process; Explore, Engage, Envision, Enlighten and Empower designed to discover your inner core values and provide a dialogue around those values. According to Michele, “This training was a life-changing experience for me and […]
Having It All: Being a Great Mom and Having a Successful Career
That’s because there are only 24 hours in a day and some of those are supposed to be earmarked for sleep (though with little ones or teenagers in the house that often proves a challenge). The reality is that you can have it all, you just need to reconfigure what all actually means. We are bombarded on all sides by endless streams of advice on how to be better parents as expectations for parent involvement have been growing alongside many other more elaborate expectations for working mothers. How are we supposed to be more with less on both sides? You can’t! […]
