Investing for Your Child’s Future: 529 Plans vs. Custodial Accounts
March 27, 2024 6:19 pm Leave your thoughtsThanks to its tax benefits, a 529 savings plan is a popular choice for families setting aside money for educational... View Article
Thanks to its tax benefits, a 529 savings plan is a popular choice for families setting aside money for educational... View Article
Financial planning is often more complicated for special needs families. Knowing what to expect, and connecting with a skilled financial... View Article
The upcoming presidential election might have you worried about your investment portfolio. The good news is that past elections haven’t... View Article
Deferring income to a future year, or into retirement, can offer significant tax savings and other benefits. But there are... View Article
There are many reasons why you might feel financially stuck. Experiencing a major life change, like retirement, is a common... View Article
Traveling comes with all sorts of benefits. Some simple financial planning tips can help you experience them. Key takeaways: There... View Article
After working for years and building up a successful business, you’ve come to a point where you feel ready to... View Article
Life is full of ups and downs. As a financial advisor with over three decades of experience, I’ve seen firsthand... View Article
Ending a marriage is never easy. Even in an amicable separation, it’s a major life change that will inevitably affect... View Article
If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m... View Article
Over the years, I’ve walked beside clients as they’ve navigated all sorts of life events, big and small. One of... View Article
We all know that death is a natural part of life, but end-of-life planning can still be a difficult thing... View Article