I appreciate you choosing Burns Financial Solutions. As a Legend Group financial professional, I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by:
Analyzing your individual financial situation
Help you construct a plan that reflects your long term goals
Guide you in selecting appropriate investments
Answer your questions and respond to your concerns
Provide reassurance in times of uncertainty
Keep you on track to reach your goals
Adjust your strategy as your needs change
Address additional financial issues as they arise
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Even low inflation rates over an extended period of time can impact your finances in retirement.
When you’re married and have children, insurance needs will be different.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.