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Blog Posts

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Tim Burns | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Avantax Market Update
Tim Burns | Dec 12, 2022

Avantax Market Update - December 2022

Finance
Investments
Retirement
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for December. He recaps market returns and
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stock
Tim Burns | Dec 7, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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man pointing at document with pen
Tim Burns | Dec 5, 2022

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Hand holding a bill with a red "Past Due" stamp on it
Tim Burns | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Stock Image
Tim Burns | Nov 28, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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default blog image
Tim Burns | Nov 23, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

Read More
Elderly woman and younger woman having a conversation
Tim Burns | Nov 21, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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fair lights in hands
Tim Burns | Nov 16, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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financial professionals
Tim Burns | Nov 14, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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coins in a cup with growing plant
Tim Burns | Nov 9, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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A row of houses along a canal
Tim Burns | Nov 7, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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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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