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Blog Posts

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Tim Burns | Jun 20, 2022

Whole Life Insurance for the Recent College Graduate

Insurance
When one thinks of a college graduation gift the things that come to mind is a new car, an overseas trip, a cash bonus, or maybe a new set of clothes for the
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Tim Burns | Jun 15, 2022

How to Reduce Life Insurance Costs

Insurance
Risk Management
With rates as low and competitive as they have ever been, it's as close to a "buyers" market in life insurance as we'll get. Still, in these cash-strapped times
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Tim Burns | Jun 13, 2022

Put Courage in Your Investment Strategy

Finance
Investments
Warren Buffet has made no secret of his successful investing strategy. "Buy into fear" he says, "Buy when everyone else is selling". For most, average investors
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Two yellow balloons with smiley faces on them
Tim Burns | Jun 8, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Tim Burns | Jun 6, 2022

Should You Take Early Social Security Retirement Benefits?

Finance
Retirement
Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be
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Tim Burns | Jun 1, 2022

How Exactly Does Life Insurance Work?

Insurance
Few financial instruments are as complex as life insurance, but it doesn't have to be a mystery as to how it works. For most people, life insurance is the
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Tim Burns | May 30, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Tim Burns | May 25, 2022

Why Should I Buy Whole Life Insurance

Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Elderly woman doing yoga in a park
Tim Burns | May 23, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Tim Burns | May 18, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Tim Burns | May 17, 2022

Avantax Market Update - May 2022

Finance
Risk Management
Investments

View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, inflation, the

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Tim Burns | Apr 6, 2022

Year-End Tax Planning Begins Now

Finance
With the holiday season looming, it's not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was
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tim@tjbcpa.com

     

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