3 Essential Financial Planning Tips for Travelers
Traveling comes with all sorts of benefits. Some simple financial planning tips can help you experience them. Key takeaways: There are many benefits of traveling,... more
4 Essential Things to Do Before Selling a Business
After working for years and building up a successful business, you’ve come to a point where you feel ready to retire. This is a big... more
How a Financial Advisor Can Work with You Throughout Your Life
Life is full of ups and downs. As a financial advisor with over three decades of experience, I’ve seen firsthand how these highs and lows... more
Divorce: How to Prevent It from Wrecking Your Finances
Ending a marriage is never easy. Even in an amicable separation, it’s a major life change that will inevitably affect your finances. Making a post-divorce... more
Historic Inflation Creates Opportunity to Save on a Roth Conversion
If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m a big fan of looking... more
The Secret Behind Effective Wealth Planning
Over the years, I’ve walked beside clients as they’ve navigated all sorts of life events, big and small. One of the greatest lessons I’ve learned... more
One Critical Detail Your Estate Plan Might Be Missing
We all know that death is a natural part of life, but end-of-life planning can still be a difficult thing to navigate. It asks us... more
How to Get the Most Value from a Wealth Advisor
Whether you’re managing your wealth on your own or use the services of a robo-advisor or a basic advisor, there’s always room for more personalized... more
The One Financial Risk You Might Not Be Ready For
There are all kinds of risks that can come along and disrupt even the best laid financial plans. While we can’t always control what life... more