What Happened in the Stock Market Yesterday?

Owning a Rental Property: Pros & Cons for Wealthy Investors

Understanding How Social Security is Taxed

What You Need to Know about Taxes in Retirement

Economic & Market Review: Q4 2023 [Webinar Summary]

3 Steps to Actively Manage Your Taxes in 2024

Financial To-Dos to Kick Off 2024

Fixed Income: Navigating a New Environment

2023 Year-End: 5 Financial Planning Reminders

Economic & Market Review: Q3 2023 [Webinar Summary]

A Guide to Alternative Investments and Their Place in Your Portfolio

Qualifying for Health Insurance Tax Subsidies in Retirement

The Stock Market Doesn’t Always Make Sense: Here’s Why

Breaking Down Types of Long-Term Care

Paystub Analysis: How to Avoid Tax Penalties

The Ultimate Mid-year Tax Planning Guide for 2023

Get to Know Social Security Retirement Benefits: A Complete Guide

What is the Best 529 Plan? Consider These 5 Key Factors

When to Retire: Looking Beyond the Financials

Strategy Update: Moving to a Balanced Posture

Medicare 101: A Guide to Understanding Your Benefits (Parts A-D)

Financial Planning Tips to Stay Tax-Savvy Throughout Your Life

Is your Portfolio Overly Complicated?

How to Give to Your Family During Your Lifetime: Financial Gifting Strategies

How does SECURE 2.0 Reshape your Retirement?

How Burney Company Selects Stocks

Should I Buy Long-Term Care Insurance? [30 Key Questions to Answer]

A 4-Step Framework for Investors to Evaluate Their Portfolio After a Bear Market

6 Common 401(k) Investment Questions and Strategies for Retirement Planning

4 Mistakes to Avoid During Estate Planning

Planning for Health Care Expenses in Retirement

Challenging the Balanced Portfolio

Now is the Time...529!

What Happened in the Stock Market This Year?

Women's History Month Spotlight Summary

How Should My Investment Approach Change When I Retire?

How War and Geopolitical Shocks Shape Stock Markets

Three Reasons to Welcome the Fed's Interest Rate Hike

Important Things to Know About Social Security Benefit Increases

2021 Mid-year Financial Planning Guide

What They Don’t Teach You in College

Revisiting the Case for Value

The Medicare Advantage Alternative

Life-Centered Financial Planning in Times of Crisis

Three Lessons from the 2020 Market Crash

Achieving a Better Life Experience (ABLE: 101)

Happy 5 29 Day!

Taking Control in Volatile Markets

How the Coronavirus Selloff Compares to Recent Selloffs

Strategies for Dealing with Market Selloffs

Medicare 101 (Part 3): Understanding Medicare Part B

Medicare 101 (Part 4): Understanding Part D and Medigap Policies

Understanding the Tax Treatment for Various Types of Investment Accounts

The American Rescue Plan Act of 2021

What the Additional Covid-19 Relief Package means for you

The Importance of Your Financial Health

Does a Roth Conversion Strategy Make Sense for You?

President Biden’s Tax Plan - Will there be a tax increase in 2021?

3 ways we helped our clients navigate 2020

Medicare 101 (Part 2): Understanding Medicare Part A

What Can We Learn from the Headlines?

Growth Had a Good Run…Is It Time for a Value Comeback?

Don’t Sell Based on Today’s Headlines

Will the Real Retirement Advisors Please Stand Up?

Three Reasons You Shouldn’t Worry About the Yield Curve Inversion

What We Are Doing in Our SSR US Equity Strategy

Time is Money

Helpful Year End Planning Reminders

You are having a child… It is time to get serious about your personal finances

Burney Company – Fiduciaries since 1974

Timing is Not Everything

May 2019 Size and Style Update

How the CARES Act Applies to You: Small Business Benefits (Part 2)

How the CARES Act Applies to You: Individuals (Part 1)

The Alphabet Soup of Education Savings Vehicles

Privacy Statement

SECURE Act: A quick guide to the major changes and corresponding planning considerations

It’s Better to Give & Receive… A Tax Break

Estate Planning Essentials

Making the World a Better Place: 4 Ways to Give Charitably in 2019

Be on the Lookout for These 2019 Tax Scams

Back to School: What You Need to Know About 529 Plans

Successful Investors Keep the Faith