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

Submitted by Burton Wealth Management on April 1st, 2017

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

Tags:
  • 401k
  • retirement plan
  • retirement savings
  • Rollover IRA
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Debt and Retirement - How to Handle both when Nearing Retirement

Submitted by Burton Wealth Management on March 1st, 2017

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6 Easy Organization Tips to Take Time off of Taxes

Submitted by Burton Wealth Management on January 23rd, 2017

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Tags:
  • Tax
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Personal Loans and Credit Card Payoffs - What You Need To Know

Submitted by Burton Wealth Management on December 14th, 2016

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For Financial Planning Success Consider the Impact of Behavioral Finance

Submitted by Burton Wealth Management on November 29th, 2016

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Tags:
  • financial planning
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Leave your Legacy through Planned Giving

Submitted by Burton Wealth Management on September 20th, 2016

Leave your Legacy through Planned Giving

Tags:
  • estate planning
  • Tax
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Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Submitted by Burton Wealth Management on September 20th, 2016

Retire to Happiness

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When Filing for a Tax Extension Makes Sense

Submitted by Burton Wealth Management on September 14th, 2016

Tax Extension

Tags:
  • Tax
  • taxes
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  •   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.

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