Burns & Associates
We offer you ideas and resources, using a disciplined approach to managing wealth that puts you, rather than the market, at the center of the process. We can help you identify your goals, prioritize and then address them with access to the investing capabilities of Merrill and the banking convenience and lending solutions of Bank of America. Whether your goals include planning to fund the next generation’s education, ensuring your money lasts in retirement, covering potential health care costs, or preserving wealth, the team can help you develop a personalized financial strategy aligned with those goals.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Join us as we welcome Vanguard's Financial Planning & Coaching Strategist and health care specialist, Julia Fuentes, for a workshop around planning for health care costs in retirement. This workshop will help you make more informed decisions regarding Medicare eligibility and help you budget for these costs in retirement. Join this event to become better informed about Medicare for the benefit of yourself, your family, and friends.
What we will cover:
•How to plan for pre and post retirement health care costs
•The ABCs of Medicare and costly mistakes
•What effects your Medicare premiums
•Introduction to Medicare's income adjustment (IRMAA)
•What to do during Medicare's open enrollment season
•Long Term Care Considerations
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
