by Marie Burns | Apr 13, 2022 | Financial Wellness, Financially Organized
What kind of a question is that? I actually hate that question. My first impression is that it is implying my worth as a human being, a valuable person in life (or not), a life worth living, a measure of accomplishments, an implication that whatever your answer is it...
by Marie Burns | Mar 31, 2022 | Financially Organized, Marriage
A Fairy Tale Once upon a time…she kissed the frog who turned into a prince…and they lived happily ever after! Is that how your marriage story went or is going? Mine neither! Although I do have to say that after 37 years, my husband and I feel less stressed, happier,...
by Marie Burns | Feb 28, 2022 | Estate Planning, Marriage
Money: Too Often a Red Flag for Couples Call it money issues, financial trouble, money stress, or financial disagreements, they are all red flags in a long-term relationship if they are not resolved. Money is often one of the top reasons for divorce. So acting on...
by Marie Burns | Feb 9, 2022 | Estate Planning, Financial Wellness, Financially Organized
New year, new start, new way to do something, an opportunity to new improve your life…at least that’s how we often start the new year, right? Take advantage of those good intentions to get yourself headed in the right direction, whether it’s related to your health,...
by Marie Burns | Jan 24, 2022 | Financial Advocate, Financially Organized
New Year’s Resolution Time Now that we are in the month of New Year’s resolutions, we often have changes on our minds. We all have something we know we want or need to improve in our lives. The hardest part can often be getting motivated to make that change,...
by Marie Burns | Jan 10, 2022 | Estate Planning, Financial Advocate
Whether you are in need of a new mechanic, dentist, or hairdresser, your main priority is to find someone you can trust to meet your needs reasonably. The same holds true for seeking financial experts like a tax advisor, estate planning attorney, or financial advisor....
by Marie Burns | Dec 13, 2021 | Estate Planning, Financial Wellness
The Numbers Life is full of surprises, changes, and adventures we often never dreamed would happen. These events are not always happy times but become part of the facts of our lives regardless. As women, for various reasons (death, divorce, choice) that often means we...
by Marie Burns | Nov 27, 2021 | Estate Planning, Financial Wellness, Financially Organized
Keep it Simple You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word !?!) are all referring to great advice, in my opinion, to clarify the...
by Marie Burns | Nov 22, 2021 | Estate Planning, Financial Advocate, Financially Organized
In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question or updating a trust. With her...
by Marie Burns | Nov 8, 2021 | Estate Planning
Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay, or finishing a gift before the...
by karenblaze | Oct 12, 2021 | Caregiver, Estate Planning
Rosalynn Carter said it first and I think said it best: “There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.” Which category...
by karenblaze | Sep 15, 2021 | Estate Planning
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact on...
