Learn more about how you can create budgeting solutions for you and your family.
Overview
Learn about the responsibilities of a financial caregiver.
Duration: 5-7 minutes
Topics and Learning Objectives
- Understand the emotional, physical, and mental traits needed to be a financial caregiver.
- List the short- and long-term duties of a financial caregiver.
- Define filial, contractual, and fiduciary caregiving arrangements.
- Describe financial caregiving “best practices.”
- Discuss the needs of self-care for a caregiver.
Marketing Teaser
Being a financial caregiver for a loved one comes with many expectations and demands. In caring and supporting someone else, it’s also important to make sure you are taking care of yourself.
If you’ve been asked to become a financial caregiver, or are considering asking someone to serve as one for you, our course can help you:
- Understand the ideal emotional, physical, and mental traits of a financial caregiver
- Explore different caregiver roles and their associated responsibilities
- Learn about the importance of financial caregivers also practicing self-care
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Considering becoming a financial caregiver? Make sure you understand the expectations and responsibilities, and the importance of self-care in the process: [LINK]
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Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Budget Hacks: The College Edition
- Budgeting for Families
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Customer Acquisition and Retention
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- Financial Decisions for Your Career Path
- Financial Well-being for Entrepreneurs
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Managing a Growing Team: Employee Recruitment and Retention
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Obtaining Financing and Funding for Your Small Business
- Opportunities for Women and Minority-Owned Small Businesses
- Overcoming Small Business Financial Hardships
- Paying For College
- Paying Your Student Loans
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preparing for Graduation
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security