Tag Archives: Financial Checklist

Estate Planning, Financial Planning

Gathering Our Family Around Us

Posted on by Marie Burns
family gathered around table
23
Nov

“Just like we often have our family around us at the dinner table, Thanksgiving and other holidays, or in times of need, we also should think about having a financial family around us too.” Talking around the dinner table as a young girl is where I heard the story of my grandma Helen’s first husband….

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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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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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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, Financial Advocate

Is “Enjoy Life” on Your List?

Posted on by Marie Burns
10
Sep

Mind, Money, Motion…where to start? We all have something we know we want or need to improve in our lives. The hard part is either getting motivated to make that change or identifying specifically what to change (and sticking with it) or both. A friend of mine from church, who likes and uses checklists to…

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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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