Category Archives: Financial Advocate

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…

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…

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,…

A Time for a Positive Focus

An attitude of gratitude In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest. But did you know that we have Abraham Lincoln to thank for making Thanksgiving a federal holiday in 1863? Lincoln proclaimed the fourth Thursday of November (which is why it is so late this year) to be…

Is “Enjoy Life” on Your List?

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 church, who likes and uses checklists to…

Less Worry, More Life

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What is the one thing everyone wants in life? No matter where you live, what your situation is, or exactly how you describe your answer, we all have the same goal…happiness. Your definition of happiness is where we will each differ. Some definitions are related to financial independence, love relationships, accomplishments, personal passions or hobbies,…