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Blog

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Anne Burton | Feb 21, 2018

Paws and Effect - The annual cost of pet ownership and how to reduce costs

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There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Anne Burton | Feb 14, 2018

What are Disabilities Policies and Why Would You Need One?

The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is

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Anne Burton | Jul 19, 2017

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Family
Financial
Insurance

Retire to Happiness

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the

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Anne Burton | Jun 7, 2017

How to Protect Your Finances While Traveling On Vacation

Retire to Happiness

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However

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Anne Burton | Apr 17, 2017

Finance 101: A Lesson in Helping your Student Pay for College

FAFSA

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You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing

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Anne Burton | Apr 1, 2017

401(k) Decisions -- You Can Take It With You

401k
retirement plan
retirement savings
Rollover IRA

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This article outlines your choices for managing money that's still in a former employer's retirement plan.

If you are preparing to change jobs, do you know

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Anne Burton | Mar 1, 2017

Debt and Retirement - How to Handle both when Nearing Retirement

An increasing number of Americans are facing an uphill battle just trying to save enough and earn enough on their savings to be able to retire on time

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Anne Burton | Jan 23, 2017

6 Easy Organization Tips to Take Time off of Taxes

Tax

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As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It

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Anne Burton | Dec 14, 2016

Personal Loans and Credit Card Payoffs - What You Need To Know

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With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to handle and pay off their credit card debt

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Anne Burton | Nov 29, 2016

For Financial Planning Success Consider the Impact of Behavioral Finance

financial planning

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The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, investment selection, and

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Anne Burton | Sep 20, 2016

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Retire to Happiness

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what

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Anne Burton | Sep 20, 2016

Leave your Legacy through Planned Giving

estate planning
Tax

Leave your Legacy through Planned Giving

There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And

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    480-629-8144

    14358 N Frank Lloyd Wright Blvd, Suite 8 Scottsdale, AZ 85260

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.

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