by Marie Burns | Sep 7, 2023 | Empty Nesters
Oh, if we had only known then what we know now! We can say that about many things in life. August is Wellness Month so I want to share some thoughts on exercising your money muscles and a challenge for you about financial wellness. It’s a topic we have yet to embrace...
by Marie Burns | Jun 2, 2021 | Financial Planning, Financially Organized
What We Worry About Do you ever find yourself asking these important life questions? What if my spouse or I die prematurely? What if one of us becomes disabled during our working years and is unable to work again? What if one of us needs long term care in retirement?...
by Marie Burns | Feb 4, 2019 | Estate Planning
When I shared the first draft of my financial checklist book with a publisher, his reaction surprised me. “This is a ‘honey, I love you’ book! I am going to get this for my wife for Valentine’s Day and tell her that my gift will be to get everything on the checklist...
