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...
by Marie Burns | Mar 5, 2021 | Estate Planning, Financial Wellness
I wish we had a different word to use here in the United States for our “status” after we lose a spouse other than the word “Widow.” It’s the only box you can check on forms you need to fill out afterwards at the bank, doctor’s office, dentist, etc. What I have...
by Marie Burns | Feb 22, 2021 | Financial Wellness
Checklists are more powerful than you might think. Research is definitely convincing on the merits of using checklists. They help you focus and accomplish goals, one small task at a time. They train your brain to be more productive which also gives you more time in...
by Marie Burns | Feb 4, 2021 | Estate Planning, Financial Advocate, Financially Organized
What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is...
by Marie Burns | Jan 24, 2021 | Financial Advocate, Financial Wellness, Financially Organized
When I first started public speaking, part of my training was the constant reminder that you only have 30 seconds to make a positive impression and grab the audience’s attention. That training was about 30 years ago and the timeframe to make a first impression has...
by Marie Burns | Jan 7, 2021 | Financial Advocate, Financial Wellness
“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off”. Who knew this age-old advice that we all probably heard from our...
by Marie Burns | Dec 21, 2020 | Financially Organized
Put Yourself On the “Nice List” This Year What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember...
