Skip to main content

Burton Wealth Management

 480-629-8144
  •  
  •  
  •  
  • Newsletter Sign Up

Burton Wealth Management

  • About  
    • Team
    • Our Philosophy
    • Our Process
  • Our Services
    • Financial Planning
    • Saving for College
    • Retirement Planning
    • Asset Allocation
    • Estate Planning
    • Insurance
    • Investment Management
    • Employer Sponsored Retirement Plans
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Blog

Blog

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

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.

  • Read more

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

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

  • Read more

Should You Retire at the Same Time As Your Spouse?

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.

  • Read more

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

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.

  • Read more

What are Employee Stock Options, and why should I care?

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

  • Read more

Keeping your Personal Finances in Shape

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.

  • Read more

Paying off Student Loans

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. 

  • Read more

How to Protect Your Identity

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.

  • Read more

How Much Life Insurance is enough?

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.

  • Read more

Time to Create a Budget

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?

Tags:
  • savings
  • Read more
  • 1
  • 2
  • 3
  • 4
  • 5
  • next ›
  • last »

Categories

  • 401k (1)
  • bank (1)
  • certified financial planner (1)
  • charity, planned giving, donor (1)
  • children (1)
  • data security (1)
  • debit (1)
  • estate planning (1)
  • FAFSA (1)
  • Family (2)
  • Financial (2)
  • financial literacy, capital asset, securities (1)
  • financial literacy, children, credit cards, money (1)
  • financial planning (2)
  • healthcare costs (1)
  • identity theft (1)
  • Insurance (1)
  • investing, long term performance (1)
  • life insurance (1)
  • long-term performance, finances, investing (1)
  • mortgage, home loan, credit (1)
  • personal, finances (1)
  • retirement plan (1)
  • retirement planning (2)
  • retirement savings (1)
  • Rollover IRA (1)
  • savings (3)
  • savings, bank, credit cards (1)
  • social security, retirement planning, life insurance (1)
  • social security, SSA, retirement plan (1)
  • student loans, credit, retirement plan (1)
  • Tax (3)
  • taxes (1)
  • taxes, income, AGI (1)

Archived Blog

  • November 2021 (1)
  • June 2021 (1)
  • April 2021 (1)
  • March 2021 (1)
  • January 2021 (1)
  • October 2020 (1)
  • August 2020 (1)
  • July 2020 (1)
  • June 2020 (1)
  • May 2020 (1)
  • March 2020 (1)
  • January 2020 (3)
  •  
  • 1 of 3
  • ››

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   14358 N Frank Lloyd Wright Blvd, Suite 8 , Scottsdale, Arizona 85260
  •   480-629-8144

Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Donald Edwin Burton II, California insurance license #0B05303, state of domicile & principal place of business is Arizona.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Minnesota, Nevada, New York, Oregon, Texas, Utah, Washington.

© 2022 Burton Wealth Management. All rights reserved.

Website Design For Financial Services Professionals