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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Tips to avoid checking in luggage on your next vacation.
Tips on insuring your teen driver.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Six overlooked tax deductions to help manage your tax bill.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.