Tag Archives: Financial Checklist

Estate Planning, Financial Planning, Financial Wellness

Falling Apart vs Drifting Apart

Posted on by Marie Burns
Drifting
01
Jun

I read a recent headline: Marriages don’t fall apart, they drift apart. I am not a marriage counselor but I serve as a money counselor so my brain immediately went to the fact that the same can be said of our money life. Our finances rarely fall apart overnight, it is usually a gradual drifting…

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Estate Planning, Financial Planning

Is Your “Who Get’s What” In Writing?

Posted on by Marie Burns
Who gets what
08
Nov

Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay, or finishing a gift before the birthday/holiday, for example? There is something about…

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Estate Planning, Financial Planning, Financially Organized

The Morbid Details: End of Life Preferences

Posted on by Marie Burns
The Morbid Details
30
Aug

The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you feeling? I have found myself having difficulty not feeling like an intruder or feeling guilty or disrespectful, especially in rooms of the home you often don’t…

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Estate Planning, Financially Organized

The Magic (Pass)words: It’s Not About Knowing, It’s About Doing

Posted on by Marie Burns
passwords blog
24
Mar

Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit 200 (but I have two businesses so hopefully it’s not that many for everyone). I know it’s all for our own safety and security of our personal information, but…

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Financial Planning, Financial Wellness

Do You Have “Enjoy Life” on Your Checklist?

Posted on by Marie Burns
enjoy life
22
Feb

Checklists are more powerful than you might think. Research is definitely convincing on the merits of using checklists. They help you focus and accomplish goals, one small task at a time. They train your brain to be more productive which also gives you more time in your day. And they assure fewer “fire drills” in…

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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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