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Blog Posts

Tim Burns | Sep 12, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Tim Burns | Aug 12, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Avantax Market Update
Tim Burns | Jun 6, 2024

Avantax Market Update – June 2024

Finance
Education
Investments
Risk Management
Retirement
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for May, discusses earnings, the economic backdrop
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Avantax Market Update
Tim Burns | May 6, 2024

Avantax Market Update – May 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and
Read More
Avantax Market Update
Tim Burns | Apr 4, 2024

Avantax Market Update – April 2024

Finance
Investments
Education
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the
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An older man relaxing and laying down in an inner tube on relaxing water.
Tim Burns | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Avantax Market Update
Tim Burns | Mar 11, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
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Avantax Market Update
Tim Burns | Feb 5, 2024

Avantax Market Update – February 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps January and discusses the Federal Reserve, economy
Read More
Avantax Market Update
Tim Burns | Jan 6, 2024

Avantax Market Update – January 2024

Investments
Education
Finance
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through December and the year 2023 and then shifts
Read More

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