Tag Archives: Estate Planning

Estate Planning, Financial Planning

Who Gets What When You’re Gone?

Posted on by Marie Burns
older couple computer
05
Nov

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 of those wooden shelves that hold…

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Estate Planning, Financial Advocate, Financial Planning

Are You Expecting Your Man to Be Your Financial Plan?

Posted on by Marie Burns
Are-You-Expecting-Your-Man-to-Be-Your-Financial-Plan
26
Oct

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 your childhood. These experiences have shaped your money personality…

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Estate Planning, Financial Advocate, Financial Planning

Three Ways to Leave a Legacy, Not a Mess!

Posted on by Marie Burns
leave a legacy couple
24
Sep

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 next, but it does not have to…

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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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