by Marie Burns | Oct 19, 2023 | Financial Planning, Parents, Youth
This year, our daughter got us started on writing the answers to some questions about our lives through a program called “Storyworth.” I know there are several versions of this service out there but basically, you get email questions weekly about various aspects of...
by Marie Burns | Jun 16, 2022 | Financial Planning
The Busy Summer Months We always think holiday time in November and December is so busy, but if you are a parent or grandparent, have you ever realized how busy summer is? Last days of school, finals, graduations, Memorial Day, Vacations, 4th of July… whew! It’s no...
by Marie Burns | Jan 10, 2022 | Estate Planning, Financial Advocate, Financial Planning
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....
by Marie Burns | May 19, 2021 | Financial Planning, Financial Wellness
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...