External Site

You are leaving Member One's website. The credit union is not responsible for the content of any other website. The privacy and security standards of other sites may differ from those practiced by the credit union. You should review the privacy and security policy of any site before providing any information.

Proceed Cancel
Finances October 3, 2023

Sometimes Part of Financial Planning is Financial Caregiving

Share

We want to remind you of the importance of taking care of your loved ones, especially when it comes to their financial well-being. Whether you're a current or potential financial caregiver, or planning for your own future, it is important to understand the responsibilities and best practices that come with these roles.

We are excited to offer a FREE digital course that will guide you through the process of becoming a financial caregiver. You will learn about the emotional, physical, and mental traits needed to be a financial caregiver, as well as the short- and long-term duties. You will also be able to define filial, contractual, and fiduciary caregiving arrangements, and discuss the needs of self-care for a caregiver.

Check out our free online course "Becoming a Financial Caregiver" here.

You May Also Like

Adobe Stock 210046533
Finances
Member One’s Retirement Planning Series: Part 1

In this two-part blog series, we discuss what you should be doing in each decade of your life to prepare yourself for a comfortable retirement.
Adobe Stock 242031085 978b8d064138018a1dfad71b9882dd21
Finances
Tax Now or Tax Later? Determining Your Investment Options for Future Financial Success

While there is certainly no way to avoid taxes entirely, there are investment options to help cushion the financial blow from the certainty of taxes.
Adobe Stock 177498669
Finances
Don’t Work Harder; Save Smarter—Your Guide to Money Market Accounts

Learn all about money market accounts: a savings option with higher earning power.
View More