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  3. January 2020

January 2020

Video: 3 Money Management Principles for Children

Submitted by Burton Wealth Management on January 29th, 2020
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

Tags:
  • children
  • Family
  • Financial
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What You Should Know About Certified Financial Planners

Submitted by Burton Wealth Management on January 16th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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  • certified financial planner
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Social Security Facts for 2019

Submitted by Burton Wealth Management on January 2nd, 2020

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.

Tags:
  • social security, SSA, retirement plan
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Donald Edwin Burton II, California insurance license #0B05303, state of domicile & principal place of business is Arizona.

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