Financial Planning

What advice would you give to your Graduating Grandchildren?

Posted on by Marie Burns
grandchildren graduating
16
Jun

The Busy Summer Months We always think holiday time in November and December is so busy, but if you are a parent or grandparent, have you ever realized how busy summer is? Last days of school, finals, graduations, Memorial Day, Vacations, 4th of July… whew! It’s no wonder time flies as fast as it does….

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Financial Planning, Financial Wellness, Financially Organized

The Financial Freebie Frenzy

Posted on by Marie Burns
16
May

A Tongue Twister Have you tried a tongue twister in a while? Try saying “financial freebie frenzy” three times fast! I am referring to all of the great attention the topic of financial literacy gets every April, which has been happening every year since 2004 when it was recognized in the United States as Financial…

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Financial Planning, Financial Wellness, Financially Organized

An Epidemic of Another Kind: Financial Illiteracy

Posted on by Marie Burns
Family saving money
26
Apr

Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Who heard of these terms before or even knew what they meant let alone were intentionally living them every day until 2020!?! Hopefully going forward, none of us will spend as much time at home as we have in the past two years. If Life Gives You…

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Financial Planning, Financial Wellness, Financially Organized

Do You Know Your Worth?

Posted on by Marie Burns
know your worth
13
Apr

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 will rarely be enough. I read…

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Estate Planning, Financial Planning, Financially Organized, Marriage

Money Remodel Tips AFTER Marriage

Posted on by Marie Burns
after marriage tip
31
Mar

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, and are definitely enjoying life….

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Estate Planning, Financial Planning

Avoid These 3 Common Estate Planning Mistakes

Posted on by Marie Burns
estate planning
11
Mar

We humans have an understandable tendency to take action on things that are important to us in the moment. And until we have something happen in our lives that remind us that our risk of mortality is 100%, we often leave the “when I’m gone” wishes on the back burner. This is why 60% of…

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Estate Planning, Financial Planning, Marriage

Top 3 Money Remodel Tips BEFORE Marriage

Posted on by Marie Burns
before marriage tips
28
Feb

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 financial conversations, investing in a Money Remodel so to…

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Estate Planning, Financial Planning, Financial Wellness, Financially Organized

How about a Money Remodel?

Posted on by Marie Burns
black couple papers
09
Feb

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, your home, your relationships, or your money. Enjoy the…

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Financial Advocate, Financial Planning, Financially Organized

The Gawk Factor: How to Use it to Your Advantage

Posted on by Marie Burns
gawk factor
24
Jan

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, identifying specifically what to change (then…

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Estate Planning, Financial Advocate, Financial Planning

Working with the Experts: Dos and Don’ts

Posted on by Marie Burns
financial experts
10
Jan

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. So whether you have moved, life has changed, or you…

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