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Blog Posts

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Tim Burns | Apr 4, 2022

Is it Time again for Tax-Free Bonds?

Finance
Investments
Tax Planning
Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were
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Tim Burns | Mar 30, 2022

What You Should Know Before Buying Life Insurance

FINRA Reviewed
Insurance
Risk Management

Throughout its recent history, life insurance has been a paradox for many people. It’s greatly appreciated when it is needed most, at the death of a breadwinner

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Tim Burns | Mar 28, 2022

Asset Allocation: The Key to Long-Term Investment Returns

Finance
Investments
Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up
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Tim Burns | Mar 23, 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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Two people having a picnic by a lake
Tim Burns | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Tim Burns | Mar 16, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Tim Burns | Mar 14, 2022

The 4 Essential Elements of a Retirement Plan

Finance
Retirement
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a
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Why Does the Beginning of 2022 Feel Different?
Tim Burns | Mar 9, 2022

Why Does the Beginning of 2022 Feel Different?

Retirement
Finance
Investments
Tax Planning
Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
Read More
Hands holding a small wrapped present
Tim Burns | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Why Does the Beginning of 2022 Feel Different?
Tim Burns | Mar 2, 2022

Why Does the Beginning of 2022 Feel Different?

Retirement
Finance
Investments
Tax Planning
Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
Read More
Market Turbulence – Rates and Russia
Tim Burns | Feb 28, 2022

Market Turbulence – Rates and Russia

Risk Management
Finance
Investments
The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks
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Tim Burns | Feb 23, 2022

Universal Life Insurance as a Financial Management Tool

Insurance
When universal life insurance debuted in 1982, it quickly became a popular alternative to whole life insurance policies which had been losing favor due to its
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tim@tjbcpa.com

     

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