by Marie Burns | Nov 14, 2022 | Estate Planning, Financial Planning, Financially Organized
After sharing Part 1 and Part 2 of the Inheriting a Mess and scary stories series, and since I keep receiving comments, emails, and shared stories from readers and other women I have talked with recently, I thought it only fitting to finish with one more blog on the...
by Marie Burns | May 16, 2022 | Financial Planning, Financial Wellness, Financially Organized
A Tongue Twister Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when it...
by Marie Burns | Apr 26, 2022 | Financial Planning, Financial Wellness, Financially Organized
Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Who heard of these terms before or even knew what they meant let alone were intentionally living them every day until 2020!?! Hopefully going forward, none of us will spend as much time at home as we...
by Marie Burns | Mar 31, 2022 | Estate Planning, Financial Planning, Financially Organized, Marriage
A Fairy Tale Once upon a time…she kissed the frog who turned into a prince…and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier,...
by Marie Burns | Jan 24, 2022 | Financial Advocate, Financial Planning, Financially Organized
New Year’s Resolution Time Now that we are in the month of New Year’s resolutions, we often have changes on our minds. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change,...
by Marie Burns | Jul 5, 2021 | Estate Planning, Financial Planning
Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or...
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 | Mar 24, 2021 | Estate Planning, Financially Organized
Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit 200 (but I have two businesses so hopefully it’s not that many for everyone). I know it’s all for our own safety and...
by Marie Burns | Feb 4, 2021 | Estate Planning, Financial Advocate, Financial Planning, Financially Organized
What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is...
by Marie Burns | Dec 21, 2020 | Financial Planning, Financially Organized
Put Yourself On the “Nice List” This Year What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember...
by Marie Burns | Jun 1, 2020 | Estate Planning, Financial Advocate, Financial Planning
Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most common To-Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on...
by Marie Burns | Mar 4, 2020 | Financial Planning
… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily actions are actually completed out of habit without giving them much thought: our morning routine, our drive to work, our...