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
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Doubling Your Money
This calculator demonstrates the power of compound interest.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Rule of 72
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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.