Watch Now:

Planning Early Retirement: What About Healthcare?

 

 

What you will learn:

  • The rising costs of healthcare and how it impacts retirement plans.
  • The health insurance options available to pre-65 retirees and their role in financial risk mitigation.
  • Important dates, timing, and how to complete a personalized HealthPlanning Analysis.

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.


Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

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Medicare 101: A Guide to Understanding Your Benefits

Medicare impacts millions of seniors every year, but few people understand how it works. In this guide, we will cover the basics of Medicare, the various coverage components, and the important considerations for Medicare enrollment, so you can make the best decision for your situation.

Fill out the form below to download the Medicare Guide.

This free 17-page PDF gives an overview of Medicare, answering questions like:

  • What is Medicare?
  • How is Medicare paid for?
  • When do I enroll in Medicare?
  • What is NOT covered by Medicare?
  • What are the different parts of Medicare?
  • And more!

Fill out the form to have a copy of the Medicare Guide delivered to your inbox.

Q4 2025 Economic & Market Review [Webinar Recording]

Presenters: Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®

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3 Steps to Actively Manage Your Taxes in 2026

Proactively managing your tax situation can be a daunting task, but it is essential for financial stability and building long-term wealth. There are many ways to actively manage your taxes, and in this blog post we’ll discuss three specific steps you can take to ensure you are maximizing your tax...

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Financial To-Dos to Kick Off 2026

The ringing in of a new year allows us to reflect on the previous year and plan for the one ahead. Here are a few financial “to-dos” to get you on track for 2026.

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2025 Year-End: 5 Financial Planning Reminders

With 2025 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

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Making the World a Better Place: 4 Ways to Give Charitably in 2026

Giving charitably can generate a wonderful feeling – that feeling that you personally made the world a better place by supporting a cause you’re passionate about.  In addition, you also receive a tax benefit by way of a deduction on your tax return for the dollars you give.

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