The ringing in of a new year allows us to reflect on the previous year and plan for the next. Here are a few financial to-dos to get you on track for 2023. 

This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

Embedded within the year-end omnibus appropriations bill, the Setting Every Community Up for Retirement 2.0, or SECURE 2.0, was signed into law by President Biden avoiding a government shut down and providing big changes to how millions will plan for retirement moving forward. The bill itself is a...

The lifelong passion of Jack Burney, the founder and namesake of Burney Company, was centered around investing in stocks. A West Point engineer by training, Jack was ahead of his time when he started building stock selection models by hand in the 1950’s using little more than financial newspapers...

In working through the retirement and financial planning process with clients, we typically get a number of questions about long-term care insurance.