by Marie Burns | Nov 21, 2024 | Retirees
We may spend up to a third of our life in retirement. It’s been said that we are currently in a retirement tsunami (10,000 baby boomers retiring each day for the next 10-15 years). And realistically, we all eventually realize that there are the Go-Go years, the...
by Marie Burns | Nov 6, 2024 | Estate Planning, Mindset
Role reversal, whether it is as a parent/child or even grandparent/grandchild, never quite feels right. Becoming the “let me help you” person in the relationship is not how it likely went for most of your life. But with aging, that sometimes changes or needs to change...
by Marie Burns | Oct 24, 2024 | Estate Planning
When staying in a hotel/motel, when did we transition from having an actual person call your room in the morning as your courtesy wake-up call to now having a computerized message on the other end of the line? Of course, with our over-the-top bells and whistles now...
by Marie Burns | Oct 9, 2024 | Financial Wellness, Financially Organized
Have you ever felt guilty or frustrated with your lack of comfort with money? Or wish you felt more knowledgeable or confident when making financial decisions? Or wondered why your money personality is so different than that of your siblings, even though you grew up...
by Marie Burns | Sep 18, 2024 | Single Adults, Widow
One of my biggest lessons learned in the work world, when I first started working in finance, was that just because you did everything right, the next person or department responsible for finishing the task may not be as diligent. As I’ve seen time and time again...
by Marie Burns | Aug 27, 2024 | Grandparents
As summer winds down and families gear up for the back-to-school season, it’s a perfect time to equip our grandkids with essential skills for a financially savvy future. I think we can all agree that starting early with smart money habits sets a strong foundation for...
by Marie Burns | Aug 14, 2024 | Mindset
Remember this picture? I took it in the summer of 2023 when we were traveling in Wisconsin (and I actually wrote a blog around it too). I still chuckle every time I think of it. But here we are again in the middle of Summer Sale season (on all things retail, not on a...
by Marie Burns | Jul 11, 2024 | Mindset
I am sure you have heard many of these statements: What you think about, you bring about. Where your mind goes, so goes your life. If you see it, you can achieve it. These all imply the power of your brain and the impact it can have on your life. And research...
by Marie Burns | Jun 27, 2024 | Financially Organized, Mindset
Are you a list maker? Or do you use them to help you move forward and stay organized? 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 the most procrastinated, back burner item...
by Marie Burns | May 30, 2024 | Financial Wellness, Grandparents, Parents
I read some mind-boggling stats from the Social Security Administration the other day: Out of 100 people, by retirement, 1 will be wealthy, 4 will be financially stable, 5 will need to continue working, 36 will have died, and 54 will need to rely on family/friends for...
by Marie Burns | May 17, 2024 | Suddenly Single, Widow
By choice or otherwise, 90% of us women will be left solely in charge of our household finances. Whether you become suddenly single through divorce or widowhood, the experience is a financial solo journey challenge. You may be dealing with half the resources, a...
by Marie Burns | Apr 24, 2024 | Financially Organized, Mindset
This picture is from high school, many moons ago, when I played the character of Pauline, the housekeeper, in the play No, No, Nanette! I would cook, tidy up, and keep the household organized and running smoothly. Far from being the star of the show (my sister was...
