Burns Financial Advisors, LLC

James V. Burns, ChFC
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 Why You Should Work With Us

Burns Financial Advisors, LLC, was founded on the principals of integrity, trust, and old fashioned values that today’s society more often admires than practices. When you choose Burns Financial Advisors, you benefit by obtaining comprehensive advice consistent t0  your goals and expectations. Our business is defined by our core values and it is our strongly held belief that our clients expect and deserve second-to-none service at all times. At Burns Financial Advisors, we don’t just manage wealth, we manage to build meaningful relationships with our clients. We take great pleasure knowing that our tremendous growth is a reflection of happy clients referring their friends, neighbors, and family. 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

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