by Marie Burns | Nov 27, 2021 | Estate Planning, Financial Planning, Financial Wellness, Financially Organized
Keep it Simple You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word !?!) are all referring to great advice, in my opinion, to clarify the...
by Marie Burns | Nov 22, 2021 | Estate Planning, Financial Advocate, Financial Planning, Financially Organized
In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question or updating a trust. With her...
by Marie Burns | Nov 8, 2021 | Estate Planning, Financial Planning
Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay, or finishing a gift before the...
