5 Financial Advisers Share Their Personal Money Resolutions For 2025—And They’re Not What You’d Expect
Have you ever wondered what resolutions certified financial planners set for themselves in the new year? We certainly did—and spoke to five money pros who... more
How SEPP 72(t) Can Help You Retire Early and Dodge Penalties
The road to early retirement is filled with challenges, and for many, the final boss in this quest is the IRS. Break its rules, and... more
The Good, Bad And Ugly Of Target-Date Funds
Many 401(k)s put members into target-date funds, often by default. These professionally managed funds automatically start savers in equity-heavy portfolios and increasingly reallocate assets to... more
Helping Clients Choose the Right Time to Retire
Retirement planning involves many factors, but one that’s often overlooked is selecting the right time to retire—if clients even have a choice. Advisors can help,... more
Can You Retire on $1 Million? Here’s How Far It Will Go
Becoming a millionaire seems like a surefire way to live comfortably. However, if you are no longer working, just how long will a million dollars... more
6 Financial Planners on What They’re Doing with Their Own Investments, as Inflation Sits at a 40-Year High
The rate of U.S. inflation hit 7.9% in February, according to government data released Thursday. It remains at a 40-year high. High inflation is, no... more
Banks Offer Safe Deposit Boxes at Branches to Store Valuables, But You’ll Need to Set Up a Plan Beforehand
James J. Burns, CFP® professional and president and founder of JJ Burns & Company says a safe deposit box might be ideal if you're storing... more
JJ Burns Receives 2020 Business & Finance Award from Long Island Business News
James J. Burns, CEO/President of JJ Burns & Company, has been named an Honoree of the Long Island Business News 2020 Business & Finance Awards.... more
Why Your Credit Score Matters Even When You’re Retired
When you’re retired some things don’t matter anymore, like what time you go to bed or what you’re wearing tomorrow. Some stuff though, sticks to... more
Their Child Has Special Needs. Here’s How They’re Planning for a Lifetime of Assistance
Linda Smyth has spent more than 20 years fighting her way through a complicated maze of paperwork, assessments, and denials in the attempt to secure... more