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Marie Burns, a Certified Financial Planner (CFP®), advocates for women’s financial health. She is an author of a financial checklist book series, speaker, podcast host and partners with clients to offer friendly financial advice in her independent practice www.FocusPointPlanning.com. Visit her at Marie@MindMoneyMotion.com or https://www.facebook.com/MindMoneyMotion/

Latest Posts By Marie Burns

5 years ago

What Simple Stories Can Teach Grandchildren About Money

If you are a grandmother, did your kids ask you how you wanted to be addressed by the grandchildren: grandma, mimi, memaw, etc? Never having thought about that question (since both my grandparents and my husband’s were always…

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5 years ago

Have You Told Your Assets Where to Go? (VIDEO)

The Seven Habits of Highly Effective People by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or personal…

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5 years ago

Checklist: Loaning Money to Friends and Family

Sometimes you can become an “expert” in an area of life by learning from the School of Hard Knocks versus a real brick and mortar educational institution. That is the case with my topic this month as I share some healthy advice about loaning money to family…

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5 years ago

Have You Inventoried your “What Ifs”? (VIDEO)

Do you ever find yourself asking these important life questions: What if my spouse or I die prematurely? What if one of us becomes disabled during our working years and is unable to work again? What if one of us needs long-term care in retirement?

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5 years ago

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

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…

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5 years ago

4 Things I Learned About the Word Widow

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…

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5 years ago

Do You Have “Enjoy Life” on Your Checklist?

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…

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5 years ago

What Does Breathing Have to Do with Money?

“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off.” Who knew this age-old advice…

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5 years ago

The Holiday Gift of Being Financially Organized

What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember getting…

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5 years ago

Gathering Our Financial Family Around Us

Talking around the dinner table as a young girl is where I heard the story of my grandma Helen’s first husband. It turned out that 1941, the year of the Pearl Harbor attack, was also a year that will live in infamy in the history of my family…

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