Category Archives: Estate Planning

Are You Expecting Your Man to Be Your Financial Plan?

Are-You-Expecting-Your-Man-to-Be-Your-Financial-Plan

What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences, beginning in your childhood. These experiences have shaped your money personality…

Three Ways to Leave a Legacy, Not a Mess!

leave a legacy couple

When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!” and we stop thinking about it. However, the word legacy simply refers to passing something from one generation to the next, but it does not have to…

“To Each His Own”

Financial Power of Attorney

A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it until you need to go in…

What’s in a Name?

older couple doing paperwork

Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. BUT that’s not really the name that we need to make sure we get correct. I…

I Wish I Would Have…

I wish I would have Mind Money Motion june blog everplans

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…

It’s Your Turn

Happy old couple smiling in a park on a sunny day

Let’s Turn the Tables… Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made your bed, ate some breakfast and started the rest of your day, one or both of your parents probably helped you with every task of the morning. These…

A Month to Remember

relaxing Mind Money Motion

The decisions we make now will impact us in the future… Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of these terms before or even knew what they meant let alone were intentionally living them every day until now!?! None of us will ever have another Spring, April, Easter, or second quarter of…

The Month of Magic Words

Remember as a kid being asked “What are the Magic Words?” You were probably being reminded by a parent, teacher or grandparent to remember your manners and say “please” or “thank you” right? Or now that we are in February (how did that happen already!?!), you might think of Magic Words appropriately being “I love…

Getting Your Ducks in a Row

Get Your Financial House in Order

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 focusing on the small action steps…

Do You Prefer Comfort, or Confusion?

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, smells, traveling, the weather, church or school activities, wrapping, shopping,…