by Marie Burns | Jul 5, 2021 | Estate Planning, Financial Planning
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...
by Marie Burns | Feb 4, 2021 | Estate Planning, Financial Advocate, Financial Planning, Financially Organized
What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is...
by Marie Burns | Nov 5, 2020 | Estate Planning, Financial Planning
The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was just a little thing, maybe 4 or 5 years old, she saw a spoon rack on her grandmother’s wall (my mother-in-law). It is one...
by Marie Burns | Oct 26, 2020 | Estate Planning, Financial Advocate, Financial Planning
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...
by Marie Burns | Sep 24, 2020 | Estate Planning, Financial Advocate, Financial Planning
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...
by Marie Burns | Aug 30, 2020 | Estate Planning, Financial Advocate, Financial Planning
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...
by Marie Burns | Jul 21, 2020 | Estate Planning, Financial Planning
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...
by Marie Burns | Mar 4, 2020 | Financial Planning
… 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...
by Marie Burns | Jun 5, 2019 | Estate Planning
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...
by Marie Burns | May 1, 2019 | Guest post
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...
by Marie Burns | Apr 1, 2019 | Estate Planning
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...
by Marie Burns | Mar 4, 2019 | Estate Planning
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...
