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
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
View all articles 
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.