Monthly Archives: November 2021

Estate Planning, Financial Planning, Financial Wellness, Financially Organized

Is it Time to Declutter Your Finances?

Posted on by Marie Burns
woman with calculator
27
Nov

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 situation and make life less complicated, less overwhelming and often…

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Estate Planning, Financial Advocate, Financial Planning, Financially Organized

10 Things to Consider if You Need a Revocable Trust

Posted on by Marie Burns
Revocable Trust
22
Nov

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 permission, I am including her helpful information below.  You may find…

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Estate Planning, Financial Planning

Is Your “Who Get’s What” In Writing?

Posted on by Marie Burns
Who gets what
08
Nov

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 birthday/holiday, for example? There is something about…

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