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Blog Posts

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.
Read More
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
Read More
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
Read More
Tim Burns | Oct 18, 2021

Are Investors Their Own Worst Enemy?

Finance
Investments
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is
Read More
Tim Burns | Oct 13, 2021

Elections and the Stock Market: Much to Do About Nothing

Investments
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s
Read More
An exit sign in a modern office building
Tim Burns | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Tim Burns | Oct 6, 2021

Your Longevity Compounds the Inflation Risk of Your Retirement Income

Finance
Retirement
It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our
Read More
Tim Burns | Oct 4, 2021

To Rollover or Not Rollover Your 401k Plan – It Depends

Finance
Retirement
One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.
Read More
Tim Burns | Sep 29, 2021

Is an Investment Advisor Really Worth the Investment Advisory Fee?

Finance
Investments
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not
Read More
Tim Burns | Sep 27, 2021

Understanding the Money Value of Time

Finance
In the realm of financial planning, time is our most valuable asset.  It’s available to all of us, providing each individual with the same opportunity to
Read More
Tim Burns | Sep 22, 2021

Does Investing Inertia Have You Trapped?

Investments
Investors are prone to many behavioral mistakes that can cost them dearly. Trying to time the market, trying to pick the winners, chasing returns, trying to go
Read More

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tim@tjbcpa.com

     

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