Broker Check

3010 LBJ Freeway
Suite 1200
Dallas, TX 75234

Chuck Burch, CPA/PFS, CFP®

(972) 888-6066

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?
A Tax, Financial Analysis, Bookkeeping, and Business Development Firm helping clients formulate, implement and execute Strategy.

Strategy Development denotes the process of determining whether or how an Individual or Business can meet goals through the proper management of financial resources.  Chuck Burch, CPA specializes in helping its clients formulate goals and pursue them.  If you are not executing your Strategy, call us today at 972 841-1457.

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Perception vs. Reality

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

6 Habits to Help Preserve and Encourage Generational Wealth

Six essential financial habits to protect wealth and create a legacy that lasts for generations.

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

When Markets React

When markets shift, experienced investors stick to their strategy.

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