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!
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.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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?
How Long Will Your Funds Last?