Tag Archives: Financial Open House

Estate Planning, Financial Advocate, Financial Planning

I Wish I Would Have…

Posted on by Marie Burns
I wish I would have Mind Money Motion june blog everplans
01
Jun

Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most common To-Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on…

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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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