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Linda Burns, Certified Financial Fiduciary

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

January

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

January

The One Big Beautiful Bill Act includes many provisions that affect higher education.

January

Considering some important issues now could provide more options in the event of early retirement.

January

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

January

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

January

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

September

Notes record issuance of municipal bonds and their tax-exempt appeal.

September

Shows how high-income earners can create tax-free retirement income via workplace plans.

September

Encourages proactive dialogue to ensure financial well-being of aging parents.

September

Explains that landlord policies don't cover tenants' personal property.

August

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

September

Explains importance of rare-earth minerals and their role in technology and security.

September

Describes benefits of volunteer travel for personal growth and giving back.

August

Guides readers through estimating a realistic retirement savings target.

August

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

August

Shows how combining small-, mid- and large-cap funds enhances diversification.

August

Offers tips to couples with opposite financial styles for finding balance.

August

Explains special costs and financial implications of condo ownership.

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