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
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Term insurance is the simplest form of life insurance. Here's how it works.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.