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100 E Freemont Street
Arcadia, OH 44804

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Marlene A. Burns, CRC®

1-419-894-0001

 
When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

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

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

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Investments

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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