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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.