Overview

Have you suddenly been thrust into the role of financial caretaker for a loved one and feel unprepared to manage these new responsibilities? Does keeping your or a loved one's financial documents in order seem a daunting, insurmountable task? Is the financial terminology about insurance, banking, and borrowing baffling, confusing, and overwhelming? You are not alone! The insights and information in this book are based on true life experiences. Due to illness, divorce or other unexpected life events, the responsibility of paying bills and monitoring finances often falls upon a spouse or younger generation. This book provides vital information and guidance to prepare for and move through the challenges of serving in this new role. This book is filled with practical, easy-to-understand, actionable steps to understanding and bringing order to what can be money matter chaos. It is essential for anyone who has found themselves as the financial caretaker of a loved one or an entire family. About the Author Teri Rogowski experienced financial dilemmas and life challenges in her early adult years. She went on to become educated and then to teach others how to get through and overcome the fear of getting their financial life in order. With great passion, she provides uplifting messages, tools, and tips to help readers gain confidence in personal money matters. To learn more, visit www.Day2DayPersonalFinancial.com/.

Full Product Details

9781736945209

Table of Contents

Reviews

Author Information

Teri Rogowski found her true passion later in life after spending a quarter of a century providing financial guidance to the clients of a national firm. Determined to create a personalized service especially for women, she founded Day2day Personal Financial, LLC. Since 2017, she has provided a customized approach designed to help her clients with their daily money management needs. She is part educator, part research pro, part taskmaster, part numbers cruncher and part cheerleader. Originally from suburban Detroit, Teri had a lifetime of experiences seemingly all at once. She truly understands what it feels like to be suddenly thrust into unwanted financial transition. She was married twice, divorced and widowed at the age of 33 with four children. She had more than her fair share of heartache, stress and financial hardships. These early events provide a foundation of real-world experience which has enabled Teri to be an extraordinary educator, guide and partner to her clients. As a single mother, she accepted a secretarial position at a financial services firm. That decision turned out to be an unexpected invitation into the world of money - and how to handle it. She studied at night to earn the licenses required to become a stockbroker which set in motion an empowering 30+ year career. Educating and empowering women in the area of personal finance became a passion. In 1997, she was recruited to help open a branch office in Chapel Hill, North Carolina. While there, she earned the designation of Certified Financial Planner(TM), and Teri has provided financial guidance to hundreds of people. Her passion for helping women who are facing financial life transitions has been invaluable to many. She has hosted seminars and taught courses targeted specifically to their needs. Teri also holds the additional designation of Certified Senior Advisor, equipping her to identify the most appropriate options and solutions for the needs of seniors. Teri serves as a dedicated partner to individuals and families seeking help and guidance to understand, organize and smoothly manage daily monetary tasks. Her oversight to personal money matters has revealed issues that are easily rectified but often overlooked. Those findings along with her experience brought about the idea to birth this book. To learn more, visit https: //Day2DayPersonalFinancial.com.

Tab Content 6

Customer Reviews

Recent Reviews

Countries Available