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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.

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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Teaching Kids About Money Early: Financial Habits That Stick

Everyday conversations and simple habits can help kids build lasting financial skills from an early age.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

 

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

Why You Should Invest in Your 401(k)

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement Plan Detectives

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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