Estate Planning, Financial Planning

Can You Relate to These Common Estate Planning Mistakes?

Posted on by Marie Burns
estate planning mistakes
21
Jul

When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t it? And yet, human nature is that we avoid thinking about negative things, which is why the majority of Americans still die without having estate planning documents in place, for example….

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Estate Planning, Financial Planning

Have You Told Your Assets Where to Go?

Posted on by Marie Burns
begin with the end in mind
05
Jul

Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or personal. One of his recommended seven habits is…

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Financial Wellness

Checklist: Loaning Money to Friends and Family

Posted on by Marie Burns
Loaning money
21
Jun

The School of Hard Knocks Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and mortar educational institution. That is the case with my topic this month as I share some healthy advice about loaning money to family and friends from…

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Financial Planning, Financially Organized

Have you Inventoried your “What Ifs”?

Posted on by Marie Burns
Woman Thinking
02
Jun

What We Worry About Do you ever find yourself asking these important life questions? What if my spouse or I die prematurely? What if one of us becomes disabled during our working years and is unable to work again? What if one of us needs long term care in retirement? Those worries, those nagging thoughts,…

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Financial Planning, Financial Wellness

What Motherly Advice Did You Receive About Money?

Posted on by Marie Burns
motherly advice
19
May

In the month of Mother’s Day, it is appropriate to think about and appreciate mothers as well as other women who play important roles in our lives. Women we admire have had an impact on us in many ways. I was in a women’s group discussion the other day and they were sharing money memories….

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Financial Planning, Financially Organized

What Does Your Financial Health Depend on?

Posted on by Marie Burns
Financial Health
10
May

When articles or discussions center around the question, “do you know your number?”, it is usually referring to your retirement nest egg value. Specifically, how much do you need to have stashed away before you can retire and not have to worry about running out of money? I feel like a politician when I answer,…

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Financial Planning, Financial Wellness

Where Did You Learn the Life Skill of Money Management?

Posted on by Marie Burns
Money Management
26
Apr

Who was Your Teacher? Who did you learn from about money and personal finance in your life? Parents or grandparents? School? Or no one, aka the School of Hard Knocks? April is National Financial Literacy Awareness Month in the United States so it’s the perfect time for each of us to be thinking a bit…

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Financial Wellness

How is Your Positive Intelligence?

Posted on by Marie Burns
positive blog
09
Apr

IQ, EQ, PQ You have likely heard of IQ (Intelligence Quotient, a test measuring intelligence relative to others) or EQ (Emotional Quotient, a measurement of the ability to identify and manage your emotions and the emotions of others). But have you heard of PQ? It stands for Positive Intelligence Quotient, a measure of the times your…

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Estate Planning, Financially Organized

The Magic (Pass)words: It’s Not About Knowing, It’s About Doing

Posted on by Marie Burns
passwords blog
24
Mar

Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit 200 (but I have two businesses so hopefully it’s not that many for everyone). I know it’s all for our own safety and security of our personal information, but…

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Estate Planning, Financial Wellness

Four Things I Learned About the Word “Widow”

Posted on by Marie Burns
the word widow
05
Mar

I wish we had a different word to use here in the United States for our “status” after we lose a spouse other than the word “Widow.” It’s the only box you can check on forms you need to fill out afterwards at the bank, doctor’s office, dentist, etc. What I have learned in the…

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