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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.