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Blog Posts

Mother and daughter cooking and laughing
Tim Burns | Jun 21, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Paper report.
Tim Burns | Jun 16, 2021

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
Read More
Doctor visit.
Tim Burns | Jun 14, 2021

Helpful Life Insurance Advice You Can Use

FINRA Reviewed
Insurance
Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians
Read More
Handshake
Tim Burns | Jun 9, 2021

Biggest Misconceptions About Business Insurance

Insurance
Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Tim Burns | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Man and pregnant wife sitting on bench.
Tim Burns | Jun 2, 2021

What You Need to Know When Applying for Life Insurance

Insurance
When you buy a life insurance policy, you are essentially transferring your financial risk to a life insurer which then becomes obligated to pay your
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Tim Burns | May 31, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Dandelion blowing in the wind.
Tim Burns | May 26, 2021

How Much Life Insurance Do You Really Need?

Insurance
For most people the difficult decision is not “if” they need life insurance, but “how much” life coverage they need. It’s a much bigger decision, and one that
Read More
Colourful umbrellas.
Tim Burns | May 24, 2021

Why You Need a Personal Liability Umbrella Policy

Insurance
An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or
Read More
Child with apple.
Tim Burns | May 19, 2021

Insuring for the Underinsured and Uninsured

Insurance
It seems remarkable that more than one in seven drivers in the United States is uninsured. But with the slumping economy, that number is expected to increase
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Businesswoman looking at her phone
Tim Burns | May 17, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Hands on a laptop.
Tim Burns | May 12, 2021

Making Sense of Whole Life Insurance Premiums

Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule. However, when the structure and
Read More

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(909) 944-2959
tim@tjbcpa.com

     

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United States

 

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