William B. Burns, Jr., CFP®Umbrellas are not just for rainy daysAn area of insurance coverage that sometimes gets overlooked is that of personal excess liability insurance, commonly known as an…Jul 18, 2020Jul 18, 2020
William B. Burns, Jr., CFP®Should I donate from my IRA?A case for the Qualified Charitable Distribution (QCD) from an IRAJan 26, 2020Jan 26, 2020
William B. Burns, Jr., CFP®Elder Abuse: Risk of the Holiday SeasonHow’s that for a depressing title? Shouldn’t we be focusing on Thanksgiving? Friends, Family, and Gratitude? While that is the core of the…Nov 30, 2019Nov 30, 2019
William B. Burns, Jr., CFP®Missing The TargetThe problem with target date mutual fundsNov 7, 2019Nov 7, 2019
William B. Burns, Jr., CFP®Is a Donor Advised Fund (DAF) right for me?You are probably familiar with “Christmas Club” accounts — a dedicated savings account made popular in the 1960s and 1970s for you to fund…Aug 28, 2019Aug 28, 2019
William B. Burns, Jr., CFP®What makes you “YOU”? How to pass on your Charitable Mindset to the Next GenerationMost families have a desire to see their children, grandchildren, and great-grandchildren thrive and prosper. One way this is accomplished…May 27, 2019May 27, 2019