Skip to main content
menu
  • Home
  • About
    • Our Process
    • Our Philosophy
    • Who We Serve
    • Our Team
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Asset Management
    • Tax Planning
    • Insurance Planning
    • Employee Benefits
    • Financial Planning for Business Owners
    • Succession Planning for Business Owners
    • Tax Planning for Business Owners
    • Annuities
    • Charitable Giving
    • Education Planning
    • Life Insurance Planning
    • Retirement Savings Accounts
    • U.S. Government Securities
  • Resources
    • Financial Calculators
    • Useful Links
  • Contact
  • Blog Posts
  • Learn More Contact Us

Blog Posts

Avantax Market Update
Tim Burns | Jun 6, 2024

Avantax Market Update – June 2024

Finance
Education
Investments
Risk Management
Retirement
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for May, discusses earnings, the economic backdrop
Read More
An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Tim Burns | Jun 3, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Tim Burns | May 20, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Avantax Market Update
Tim Burns | May 6, 2024

Avantax Market Update – May 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Tim Burns | May 1, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
Older couple embracing on a boat overlooking a body of water
Tim Burns | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Avantax Market Update
Tim Burns | Apr 4, 2024

Avantax Market Update – April 2024

Finance
Investments
Education
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Tim Burns | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Tim Burns | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Avantax Market Update
Tim Burns | Mar 13, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More
Avantax Market Update
Tim Burns | Mar 11, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More
Avantax Market Update
Tim Burns | Mar 6, 2024

Avantax Market Update – March 2024

Finance
Education
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps February and then discusses the Federal Reserve, interest
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Contact

(909) 944-2959
tim@tjbcpa.com

     

Client Login ›

Address

9620 Center Ave. Suite 160
Rancho Cucamonga , CA 91730
United States

 

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. 
Investment advisory services offered through Avantax Advisory ServicesSM.
Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM . CA# 0E95370

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementsSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. 
 

© 2025 Burns Financial Services All rights reserved.