Tag Archives: Estate Planning

Estate Planning, Financial Advocate, Financial Planning

“To Each His Own”

Posted on by Marie Burns
Financial Power of Attorney
30
Aug

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…

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Estate Planning, Financial Planning

What’s in a Name?

Posted on by Marie Burns
older couple doing paperwork
21
Jul

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…

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Financial Planning

One Small Step for Wo/man, One Giant Leap for…

Posted on by Marie Burns
Good Habit budget and expense form to prepare personal finances
04
Mar

… creating better personal finance habits! What good habits do we have, or wish we had? In business or our personal lives, a majority of our daily actions are actually completed out of habit without giving them much thought: our morning routine, our drive to work, our bedtime ritual. Have you ever caught yourself driving…

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Estate Planning

Love Your Wife After You’re Gone

Posted on by Pastor Jack
01
Oct

October is National Estate Planning Awareness Month which is why it is so fitting that we appreciate Pastor Jack, from Avondale Baptist Church, for sharing a copy below of his April 9 blog about how to love your wife even after you are gone. This is not just a message to men. The same message…

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Estate Planning

It’s vacation time, are you REALLY ready?

Posted on by Marie Burns
05
Jun

June 2019 – Are you ready for a stress-free vacation season this summer? To be truly stress-free, you need to consider the Must-Dos of estate planning before you go.  I jokingly (but not really) tell my financial planning clients to book a trip on the calendar if they want to get their estate planning documents…

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Guest post

Knowledge is Power!

Posted on by Barb Regis
01
May

May 2019 – Guest post by Barb Regis – It’s Skin Cancer Awareness Month, so now seems as good of a time as any to share my story and as a good reminder about the importance of being prepared, not only financially, but making sure you and your family have a plan in place because you never know…

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Estate Planning

An Epidemic: Financial Illiteracy

Posted on by Marie Burns
01
Apr

April 2019 – Because we’re living longer, saving less, feeling less secure about our jobs, and not requiring financial literacy be taught in a majority of our schools, it’s no wonder 40% of millennials say they are overwhelmed with debt, living paycheck to paycheck and are unable to save for the future. Or that 60% of…

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Estate Planning

Don’t Forget Man’s Best Friend in Your Planning

Posted on by Marie Burns
04
Mar

March 2019 – Pets…they are cute, cuddly and love us unconditionally. They bring so much joy to our lives and are like family to us. It’s sad to think of our pets without us, but with the right planning, we can make sure they are taken care of should an emergency arise.  According to the…

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Estate Planning

A Novel Gift Idea: Death Over Dinner

Posted on by Marie Burns
08
Dec

What!?! Who chose to write about this topic in the festive, gift-giving holiday month of December? That would be me. Let me explain. “Death Over Dinner” is actually a non-profit, global “movement” started in 2013 that encourages people to gather over dinner and talk about what we want to happen when we die, which as…

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