by Marie Burns | May 5, 2026 | Grandparents
Helping Grandchildren Learn About Money May you remember watching your children or nieces/nephews spend “their” money differently than “your” money? Suddenly, what they asked you to buy was not what they were willing to spend their own money on, remember that? That...
by Marie Burns | Apr 20, 2026 | Widow
A Story I Didn’t Fully Understand as a Child As a child, I always knew I admired my grandmothers but never really realized all the reasons why until my paternal grandmother told me the story of how she lost her husband. As I grew older, I began to understand the depth...
by Marie Burns | Mar 24, 2026 | Suddenly Single, Widow
Understanding Life After Loss as a Single Woman Living as a single woman after having been in a long-term relationship is a major adjustment. How is that for the understatement of the year? Whichever loss you went through, divorce or death, it isn’t an adjustment…...
by Marie Burns | Feb 28, 2026 | Mindset
Life is a head game, and mindset is your superpower. Do you ever feel like the universe, or God, or whatever your belief, is trying to tell you something? I’m having that moment right now. First, I listened to a podcast by Dr. Leaf about 5 steps to align your...
by Marie Burns | Feb 19, 2026 | Financial Tips for Women, Financial Wellness, Financially Organized
As I write this, I am looking at nine of my past vision boards displayed on my office wall. As a financial planner, I know that I can’t control all of what comes in life, so I try to plan for the “what ifs” to at least hope to be less stressed when some of them come...
by Marie Burns | Feb 4, 2026 | Financial Wellness
Everything doesn’t suddenly change overnight, going from December 31 to January 1, but because we turn the page of a calendar and get used to writing a new year when we date something, it feels different. The good news is that we get to choose what we give our energy...
by Marie Burns | Jan 7, 2026 | Financial Tips for Women, Financially Organized
How Autopilot Shapes Our Financial Habits What habits do we have, or wish we had? In business or our personal lives, most of our daily actions are completed out of habit without giving them much thought: our morning routine, our drive to work, our bedtime ritual. Have...
by Marie Burns | Dec 20, 2025 | Estate Planning, Financially Organized, Gift Giving
The Holidays Remind Us Why Family Comes First Do you love the holidays as I do? Or do you feel more like Scrooge (like my husband pretends to be)? If you’re not in the “Bah humbug” mood, what is it that brings you joy about this season? Lights, music, food,...
by Marie Burns | Dec 9, 2025 | Caregiver
Family caregiving often enters our lives before we expect it Human nature is that we don’t pay attention to things around us until they happen to us personally. For example, if you were pregnant, you didn’t notice all of the pregnant women around you until you were...
by Marie Burns | Nov 11, 2025 | Estate Planning
In the spirit of Halloween and Estate Planning Awareness Month, I couldn’t NOT share this picture I took on a lovely Fall walk the other day. It made me chuckle but also think about the futility of waiting for the perfect anything… man in our life, time to achieve a...
by Marie Burns | Oct 27, 2025 | Mindset, Retirees
Already retired or thinking about retiring? Once we are over 60, most of us likely fall into one of those two categories. No matter which one you are in, I encourage you to ask yourself if there has been a whisper in your mind that you have been ignoring? The Whisper...
by Marie Burns | Sep 23, 2025 | Mindset, Vacation Planning
Where have your summer travels taken you this year? Some new places, challenging adventures, or enjoyment of favorite stomping grounds? I was reflecting on this during one of many “longer than I like” drives to get from Point A to Point B. And I realized we always...
