by Marie Burns | Jan 7, 2020 | Estate Planning, Financial Advocate
Make this the Year You Get Your Financial House in Order I love New Year’s Resolution time of year not because of the goal setting, but because it gets us thinking about the results we are seeking. Once you know what outcome you want, your best success comes in...
by Marie Burns | Dec 3, 2019 | Estate Planning, Financial Advocate
Comfort NOT confusion… Do you love the holidays like I do? Or do you feel more like Scrooge (like my husband pretends to be)? If it’s not “Bah humbug”, then what is it that brings you joy? Lights, music, food, festivities, gifts, baking, gatherings, decorations,...
by Marie Burns | Nov 12, 2019 | Financial Advocate
An attitude of gratitude In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest. But did you know that we have Abraham Lincoln to thank for making Thanksgiving a federal holiday in 1863? Lincoln proclaimed the fourth Thursday...
by Marie Burns | Sep 10, 2019 | Estate Planning, Financial Advocate
Mind, Money, Motion…where to start? We all have something we know we want or need to improve in our lives. The hard part is either getting motivated to make that change or identifying specifically what to change (and sticking with it) or both. A friend of mine from...
by Marie Burns | Aug 19, 2019 | Estate Planning, Financial Advocate
What is the one thing everyone wants in life? No matter where you live, what your situation is, or exactly how you describe your answer, we all have the same goal…happiness. Your definition of happiness is where we will each differ. Some definitions are related to...
by Marie Burns | Jul 30, 2019 | Estate Planning
Happy Summertime and congratulations to all the students that graduated and advanced! In the spirit of helping graduates get started on the right foot in life, please accept a gift of personal finance knowledge to you and your family and the other young people in your...
by Marie Burns | Jun 5, 2019 | Estate Planning
June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go. I jokingly (but not really) tell my financial planning clients to book a trip on the...
by Marie Burns | May 1, 2019 | Guest post
May 2019 – Guest post by Barb Regis – It’s Skin Cancer Awareness Month, so now seems as good of a time as any to share my story and as a good reminder about the importance of being prepared, not only financially, but making sure you and your family have a plan...
by Marie Burns | Apr 1, 2019 | Estate Planning
April 2019 – Because we’re living longer, saving less, feeling less secure about our jobs, and not requiring financial literacy be taught in a majority of our schools, it’s no wonder 40% of millennials say they are overwhelmed with debt, living paycheck to...
by Marie Burns | Mar 4, 2019 | Estate Planning
March 2019 – Pets…they are cute, cuddly and love us unconditionally. They bring so much joy to our lives and are like family to us. It’s sad to think of our pets without us, but with the right planning, we can make sure they are taken care of should an emergency...
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...
by Marie Burns | Jan 15, 2019 | Guest post
Guest post by Charlotte Fox – The death of a loved one is a life-altering experience. Unless you’ve ‘been there and done that’ yourself, it is impossible to comprehend what it feels like. We want to hear words like…I’m so sorry for your loss, or…I know this is a...
