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Blog Posts

Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Tim Burns | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Tim Burns | Aug 1, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Tim Burns | Jul 29, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Avantax Market Update
Tim Burns | Jul 20, 2022

Avantax Market Update - July 2022

Finance
Risk Management
Investments
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the economy and
Read More
A teenager holding a yellow and blue longboard talking to her friend
Tim Burns | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Tim Burns | Jul 13, 2022

Demystifying Whole Life Premiums

Insurance
Premium
Risk Management
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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Tim Burns | Jul 11, 2022

Zeroing in on Mutual Fund Expenses

Finance
Investments
Premium
As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the
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Tim Burns | Jul 6, 2022

Term Life Insurance and the Single Woman

Insurance
Premium
In practice, the question often arises as to why a single woman should own life insurance. Before answering it, it might be instructive to consider some
Read More
Mother and child working on a laptop together
Tim Burns | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
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Tim Burns | Jun 29, 2022

The Daily Choices of Financial Freedom

Finance
Premium
If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent, having your money work
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Tim Burns | Jun 27, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Avantax Market Update
Tim Burns | Jun 22, 2022

Avantax Market Update - June 2022

Finance
Risk Management
Investments
View this month’s market update video as host Ivan Gruhl, Chief Investment Officer of Avantax provides an update and discusses market returns, the Federal
Read More

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Contact

(909) 944-2959
tim@tjbcpa.com

     

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Rancho Cucamonga , CA 91730
United States

 

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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. 
 

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