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 | 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...
by Marie Burns | Jun 1, 2020 | Estate Planning, Financial Advocate
Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most common To-Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on...
by Marie Burns | Mar 4, 2020 | Uncategorized
… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily actions are actually completed out of habit without giving them much thought: our morning routine, our drive to work, our...
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 | 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 | 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...
