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!
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How Long Will Your Funds Last?
Use this calculator to estimate how much income and savings you may need in retirement.