by Marie Burns | Sep 7, 2021 | Financially Organized
Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way, it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers, and comfort level both...
by Marie Burns | Aug 30, 2021 | Estate Planning, Financially Organized
The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you feeling? I have found myself having difficulty not feeling like an intruder or feeling guilty or disrespectful, especially...
by Marie Burns | Aug 8, 2021 | Financial Wellness
What is Your Grandma Name? If you are a grandmother, did your kids ask you how you wanted to be addressed by the grandchildren: grandma, mimi, memaw, etc? Never having thought about that question (since both my grandparents and my husband’s were always Grandma Last...
by Marie Burns | Jul 21, 2021 | Estate Planning
When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t it? And yet, human nature is that we avoid thinking about negative things, which is why the majority of Americans still...
by Marie Burns | Jul 5, 2021 | Estate 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 21, 2021 | Financial Wellness
The School of Hard Knocks Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and mortar educational institution. That is the case with my topic this month as I share some healthy advice about loaning...
by Marie Burns | Jun 2, 2021 | 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 | May 19, 2021 | Financial Wellness
In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives. Women we admire have had an impact on us in many ways. I was in a women’s group discussion the other day and they were...
by Marie Burns | May 10, 2021 | Financially Organized
When articles or discussions center around the question, “do you know your number?”, it is usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about running out of...
by Marie Burns | Apr 26, 2021 | Financial Wellness
Who was Your Teacher? Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the School of Hard Knocks? April is National Financial Literacy Awareness Month in the United States so it’s the perfect time...
by Marie Burns | Apr 9, 2021 | Financial Wellness
IQ, EQ, PQ You have likely heard of IQ (Intelligence Quotient, a test measuring intelligence relative to others) or EQ (Emotional Quotient, a measurement of the ability to identify and manage your emotions and the emotions of others). But have you heard of PQ? It...
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...
