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Blog Posts

Grandparents with grandchildren.
Tim Burns | Aug 4, 2021

Will It to be So: Things to Consider for a Strong Will

Estate Planning
FINRA Reviewed
Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately
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Close up of a retired couple holding hands.
Tim Burns | Aug 2, 2021

Debt After Death – Do You Have it Covered?

Insurance
Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact
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Woman at university graduation.
Tim Burns | Jul 26, 2021

Finance 101: A Lesson in Helping your Student Pay for College

Education
FINRA Reviewed
College
Savings
Family
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing
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Tim Burns | Jul 21, 2021

6 Easy Organization Tips to Take Time off of Taxes

FINRA Reviewed
Tax Planning
As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
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Wing of plane in sky.
Tim Burns | Jul 19, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Insurance
Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend,  from the
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Group exercise class in gym.
Tim Burns | Jul 14, 2021

How to Keep Your Life Insurance Costs Down

FINRA Reviewed
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 you’ll see.  Still, in these cash-strapped
Read More
A white house.
Tim Burns | Jul 12, 2021

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
Read More
Dandelion blowing in the wind.
Tim Burns | Jul 7, 2021

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Tim Burns | Jul 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
Tim Burns | Jun 30, 2021

When Filing for a Tax Extension Makes Sense

FINRA Reviewed
Tax Planning
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
Read More
Children sitting on a bench together.
Tim Burns | Jun 28, 2021

Leave your Legacy through Planned Giving

Education
Finance
FINRA Reviewed
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
Read More
Married couple a bench staring at ocean.
Tim Burns | Jun 23, 2021

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
Read More

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Contact

(909) 944-2959
tim@tjbcpa.com

     

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United States

 

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