Burks Financial Management is a financial services firm committed to helping clients achieve their long-term goals.
Avoid costly financial shortfalls. Contact us today!
Burks Financial Management is a financial services firm committed to helping clients achieve their long-term goals.
Avoid costly financial shortfalls. Contact us today!
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
How Long Will Your Funds Last?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?