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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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Tim Burns | Aug 5, 2025

Avantax Market Update – August 2025

Finance
Education
Investments
In this month’s market update video, Austin Schaul, CFA®, Head of Research at Avantax, recaps returns for July and then shifts to an update on the economy
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Tim Burns | Jul 10, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Tim Burns | Jul 3, 2025

Avantax Market Update – July 2025

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for June and then shifts to an update on the
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Tim Burns | Jun 5, 2025

Avantax Market Update – June 2025

Education
Finance
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for May and then shifts to an update on the trade
Read More
Tim Burns | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Tim Burns | May 7, 2025

Avantax Market Update – May 2025

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April and then provides an update on the US
Read More
Tim Burns | Apr 18, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Tim Burns | Apr 7, 2025

Avantax Market Update – April 2025

Investments
Finance
Education
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March and then shifts to an update on the
Read More
Tim Burns | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Tim Burns | Mar 20, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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