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Blog Posts

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Tim Burns | Nov 29, 2021

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Finance
Investments
CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly
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Tim Burns | Nov 24, 2021

Charitable Giving with Purpose Magnifies Your Gifts

Finance
Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.
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Tim Burns | Nov 22, 2021

Life Insurance and Annuities for True Lifetime Protection

Insurance
It is not often that the topics of life insurance and annuities are brought up in the same discussion, primarily because they serve two very distinct purposes
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Tim Burns | Nov 17, 2021

The Art and Science of Asset Allocation

Finance
Investments
Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through
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Tim Burns | Nov 15, 2021

What are your Portfolio Performance Expectations?

Finance
Investments
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
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Tim Burns | Nov 10, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Tim Burns | Nov 8, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Tim Burns | Nov 3, 2021

Establishing Goals for Your Estate Plan

Finance
Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Tim Burns | Nov 1, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Tim Burns | Oct 27, 2021

Intelligent Options for College Savings

Education
Finance
College
Savings
Family
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
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Tim Burns | Oct 25, 2021

Are My Social Security Benefits Taxable?

Finance
Retirement
The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle
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Tim Burns | Oct 20, 2021

Financial Decisions Made Easy with Clearly-Defined Goals

Finance
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
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tim@tjbcpa.com

     

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