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Submitted by Burton Wealth Management on November 7th, 2021
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.
Submitted by Burton Wealth Management on June 15th, 2021
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.
Cash Flow
Submitted by Burton Wealth Management on April 5th, 2021
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.
Submitted by Burton Wealth Management on March 8th, 2021
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.
Submitted by Burton Wealth Management on January 13th, 2021
As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you may want to consider taking advantage of them.
What are stock options
Submitted by Burton Wealth Management on October 15th, 2020
While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a financial professional. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.
Submitted by Burton Wealth Management on August 30th, 2020
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education.
Submitted by Burton Wealth Management on July 13th, 2020
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.
Submitted by Burton Wealth Management on June 24th, 2020
The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.
Submitted by Burton Wealth Management on May 28th, 2020
At the end of the month, do you often find yourself with a lot less money than you expected? Do you have a hard time determining exactly what you spent your money on? Do you feel that you should have more to show for your hard work than you currently do? Are you and your spouse or partner always fighting about money?