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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The item most homeowners forget on their home improvement project checklist is insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Tax preparation may be the perfect time to give the household budget a check-up.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Key questions to answer when you are considering retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The market is as unpredictable as the weather. We'd love to help you prepare.
Bucket lists don’t have to be for tomorrow.
Here’s a crash course on saving for college.