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Blog Posts

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

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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
A brain surrounded by circles representing brain waves
Tim Burns | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Avantax Market Update
Tim Burns | Feb 5, 2024

Avantax Market Update – February 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps January and discusses the Federal Reserve, economy
Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Tim Burns | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Tim Burns | Jan 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More

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Contact

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tim@tjbcpa.com

     

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United States

 

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. 
Investment advisory services offered through Avantax Advisory ServicesSM.
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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. 
 

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