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Marlene A. Burns, CRC®

1-419-894-0001

100 E Fremont Street
Arcadia, OH 44804

1-419-894-0001

 

How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

Welcome!

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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

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative 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.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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