Tag Archives: financial advocate

Financial Wellness, Financially Organized

NEXT! The Perfect Four-Letter Word for Your Life

Posted on by Marie Burns
Next blog
06
Apr

I don’t know about you, but lately I find myself frustrated with technology to the point of finally laughing out loud and throwing up my hands saying “What’s next!?!” It’s been a slew of things lately: my phone has been saying for weeks that it will be doing an update overnight only to tell me…

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Estate Planning, Financial Planning, Financial Wellness

What’s a Girl to Do? Financial Planning Considerations for Single Women

Posted on by Marie Burns
single woman sitting on couch
13
Dec

The Numbers Life is full of surprises, changes, and adventures we often never dreamed would happen. These events are not always happy times but become part of the facts of our lives regardless. As women, for various reasons (death, divorce, choice) that often means we are eventually alone without a spouse. The US Census Bureau…

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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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Financial Advocate, Financial Planning, Financial Wellness, Financially Organized

How to Guarantee Your Best First Impression

Posted on by Marie Burns
woman shaking hands
24
Jan

When I first started public speaking, part of my training was the constant reminder that you only have 30 seconds to make a positive impression and grab the audience’s attention. That training was about 30 years ago and the timeframe to make a first impression has gotten significantly shorter. I recently read that an interviewer…

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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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Caregiver, Estate Planning, Financial Planning

It’s Your Turn

Posted on by Marie Burns
Happy old couple smiling in a park on a sunny day
05
May

Let’s Turn the Tables… Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made your bed, ate some breakfast and started the rest of your day, one or both of your parents probably helped you with every task of the morning. These…

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Estate Planning, Financial Planning

A Month to Remember

Posted on by Marie Burns
relaxing Mind Money Motion
06
Apr

The decisions we make now will impact us in the future… Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of these terms before or even knew what they meant let alone were intentionally living them every day until now!?! None of us will ever have another Spring, April, Easter, or second quarter of…

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Estate Planning

The Month of Magic Words

Posted on by Marie Burns
04
Feb

Remember as a kid being asked “What are the Magic Words?” You were probably being reminded by a parent, teacher or grandparent to remember your manners and say “please” or “thank you” right? Or now that we are in February (how did that happen already!?!), you might think of Magic Words appropriately being “I love…

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Estate Planning, Financial Advocate

Getting Your Ducks in a Row

Posted on by Marie Burns
Get Your Financial House in Order
07
Jan

Make this the Year You Get Your Financial House in Order I love New Year’s Resolution time of year not because of the goal setting, but because it gets us thinking about the results we are seeking. Once you know what outcome you want, your best success comes in focusing on the small action steps…

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Financial Advocate

A Time for a Positive Focus

Posted on by Marie Burns
12
Nov

An attitude of gratitude In grade school we learned that Thanksgiving originally started as a feast to celebrate a harvest. But did you know that we have Abraham Lincoln to thank for making Thanksgiving a federal holiday in 1863? Lincoln proclaimed the fourth Thursday of November (which is why it is so late this year) to be…

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