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
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Saving for College
This calculator can help you estimate how much you should be saving for college.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Sustain financial well-being or create wealth through these actions.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
There are benefits and limitations when you decide to donate stock.
It sounds simple, but paying yourself first can really pay off.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.
Savvy investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.