Categories for Blog

Is Shohei Ohtani’s Deferred Income Deal a Homerun or an Error?

December 26, 2023 12:51 pm Published by dylan Leave your thoughts

Deferring income to a future year, or into retirement, can offer significant tax savings and other benefits. But there are... View Article

November 29, 2023 4:14 pm Published by dylan Leave your thoughts

There are many reasons why you might feel financially stuck. Experiencing a major life change, like retirement, is a common... View Article

September 12, 2023 11:03 pm Published by dylan Leave your thoughts

Traveling comes with all sorts of benefits. Some simple financial planning tips can help you experience them. Key takeaways: There... View Article

June 20, 2023 4:51 pm Published by dylan Leave your thoughts

After working for years and building up a successful business, you’ve come to a point where you feel ready to... View Article

April 27, 2023 9:17 pm Published by dylan Leave your thoughts

Life is full of ups and downs. As a financial advisor with over three decades of experience, I’ve seen firsthand... View Article

March 23, 2023 6:39 pm Published by dylan Leave your thoughts

Ending a marriage is never easy. Even in an amicable separation, it’s a major life change that will inevitably affect... View Article

December 8, 2022 6:39 pm Published by dylan Leave your thoughts

If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m... View Article

November 23, 2022 2:43 pm Published by dylan Leave your thoughts

Over the years, I’ve walked beside clients as they’ve navigated all sorts of life events, big and small. One of... View Article

September 27, 2022 6:41 pm Published by dylan Leave your thoughts

We all know that death is a natural part of life, but end-of-life planning can still be a difficult thing... View Article

August 9, 2022 7:51 pm Published by dylan Leave your thoughts

Whether you’re managing your wealth on your own or use the services of a robo-advisor or a basic advisor, there’s... View Article

March 24, 2022 2:44 pm Published by dylan Leave your thoughts

There are all kinds of risks that can come along and disrupt even the best laid financial plans. While we... View Article

March 3, 2022 7:23 pm Published by dylan Leave your thoughts

It has certainly been an eventful six weeks in the global financial markets. Investor concerns about rising interest rates and... View Article