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Blog Posts

Mother and child working on a laptop together
Tim Burns | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Tim Burns | Jun 29, 2022

The Daily Choices of Financial Freedom

Finance
Premium
If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent, having your money work
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Tim Burns | Jun 27, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Avantax Market Update
Tim Burns | Jun 22, 2022

Avantax Market Update - June 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, the Federal
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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
Read More
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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(909) 944-2959
tim@tjbcpa.com

     

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United States

 

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. 
Investment advisory services offered through Avantax Advisory ServicesSM.
Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM . CA# 0E95370

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementsSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. 
 

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