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Blog Posts

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Tim Burns | Nov 2, 2022

Avantax Market Update - November 2022

Finance
Investments
Tax Planning
Education
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for November. He recaps market returns
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Tim Burns | Oct 28, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Tim Burns | Oct 19, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Tim Burns | Oct 18, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Tim Burns | Oct 12, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Avantax Market Update
Tim Burns | Oct 10, 2022

Avantax Market Update - October 2022

Investments
Finance
Savings
Tax Planning
Risk Management
Retirement
Education
In this month’s market update video host Austin Schaul, CFA®, Head of Research at Avantax, provides a market update for October. He recaps market returns
Read More
Tim Burns | Oct 6, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
Elderly person holding a stress ball
Tim Burns | Sep 28, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Tim Burns | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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financial professionals
Tim Burns | Sep 20, 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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Hand holding a page with several charts on it
Tim Burns | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Avantax Market Update
Tim Burns | Sep 13, 2022

Avantax Market Update - September 2022

Finance
Retirement
Investments
Tax Planning
Savings
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for September. He recaps market returns
Read More

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tim@tjbcpa.com

     

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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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