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
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.