Investment Planning | 03.07.2007 | By: Burkett Financial Services
Investment planning, as any financial advisor will tell you, extends beyond retirement. Obtaining financial security by the time you are ready to retire should defiantly be a long-range goal of investment planning, but you should include consideration for other life ev...
Income Tax Planning | 03.07.2007 | By: Burkett Financial Services
The overly complicated tax code of the Internal Revenue Service has just as many deductions to even out over zealous taxation as it does exceptions to keep people from exploiting ...
Insurance Planning | 03.07.2007 | By: Burkett Financial Services
Insurance planning can include many areas of coverage, but most plans have a basic common denominator – the life expectancy of the ins...
Education Planning | 03.03.2007 | By: Burkett Financial Services
Your son or daughter will be swapping diapers for a mortarboard and tassel before you know it. Funding their education will be much more of a challenge than what you and your parents faced.
In the last ten years, the cost of a college education jumped a stunning 40% with no signs of slowing down. Investing diligently in your ...
Estate Planning | 03.02.2007 | By: Burkett Financial Services
Comedian Robin Williams once said that it is important to keep laughing, it is the only thing the government hasn’t figured out how to tax. Consider the estate and gift taxes. The reality is that our overly complicated tax code has too many ambigui...
