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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
At what point can you call a personal vehicle commercial?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Five creative (and inexpensive) ideas for motivating your employees.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estimate how much income may be needed at retirement to maintain your standard of living.
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 how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all your options when it comes to managing your taxable income?