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!
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much life insurance would you need to produce a sufficient income stream for your family?