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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Estate Planning, Financial Planning, Financial Wellness

What’s a Girl to Do? Financial Planning Considerations for Single Women

Posted on by Marie Burns
single woman sitting on couch
13
Dec

The Numbers Life is full of surprises, changes, and adventures we often never dreamed would happen. These events are not always happy times but become part of the facts of our lives regardless. As women, for various reasons (death, divorce, choice) that often means we are eventually alone without a spouse. The US Census Bureau…

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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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Estate Planning, Financial Planning

The Month to Focus on Your Estate Planning

Posted on by Marie Burns
Estate planning awareness month
19
Oct

Common Beliefs Have you ever found yourself or heard someone else saying: “I’m too young to do estate planning.” “All my property is titled in joint tenancy with my spouse so I don’t need any estate planning documents.” “Estate planning is only for the super-rich.” “Estate planning is too complicated and expensive.” “We did our…

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Caregiver, Estate Planning, Financial Planning

The Financial Side of Caregiving

Posted on by Marie Burns
Marie's Parents
12
Oct

Rosalynn Carter said it first and I think said it best: “There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.” Which category do you or perhaps will you be likely to fall into?…

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