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Marlene A. Burns, CRC®

1-419-894-0001

100 E Fremont Street
Arcadia, OH 44804

1-419-894-0001

 

The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Welcome!

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

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

 

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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