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Blog Posts

Tim Burns | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
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Tim Burns | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

Read More
Tim Burns | Dec 4, 2024

Avantax Market Update – December 2024

Tax Planning
Risk Management
Finance
Investments
Education
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for November and then shifts to a discussion
Read More
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Tim Burns | Dec 3, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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Tim Burns | Nov 19, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Tim Burns | Nov 5, 2024

Avantax Market Update – November 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax recaps returns for October and then shifts to discussion
Read More
Tim Burns | Nov 2, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
Tim Burns | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More
Tim Burns | Oct 8, 2024

Avantax Market Update – October 2024

Education
Finance
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around
Read More
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Tim Burns | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
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Tim Burns | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
Tim Burns | Sep 9, 2024

Avantax Market Update – September 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for August and then shifts to discussion around the
Read More

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Contact

(909) 944-2959
tim@tjbcpa.com

     

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