Burns Estate Planning & Wealth Advisors LLC

#𝗠𝗼𝗻𝗱𝗮𝘆𝗠𝗶𝗻𝘂𝘁𝗲 The IRS increased the 401(k) contribution limit to $23,500 for 2025, with a $7,500 catch-up for workers 50+, bringing total contributions to $31,000. Today's #Mondayminute comes from U.S. News & World Report, offering guidance on how much you should contribute to your 401(k). Saving for retirement is essential, but finding the right balance between saving and covering today's expenses can be tricky! This article breaks down expert advice on how to maximize your contributions, take advantage of employer matches, and set realistic goals to secure your future. Click below to read the full article ↓↓↓↓

#𝐖𝐢𝐬𝐝𝐨𝐦𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲 "Retirement is not the end of the road. It is the beginning of the open highway." – Author Unknown🚗💼 #Retirement is a new chapter filled with opportunities, freedom, and the chance to pursue what truly matters to you. At Burns Estate Planning & Wealth Advisors, we're here to help you navigate this journey with confidence and purpose. Start planning today for the retirement you deserve! Book a complimentary meeting to discuss your goals and discover how we can help you make the most of your open highway. https://lnkd.in/eqyeKZSw #retirementplanning #NewBeginnings #financialfreedom

#𝐁𝐮𝐫𝐧𝐬𝐛𝐢𝐫𝐭𝐡𝐝𝐚𝐲𝐬🎂 Happy Birthday to our incredible advisor, Tim Dahlberg! Tim joined the Burns Estate Planning & Wealth Advisors team earlier this year, bringing years of expertise and an impressive finance background, with an MBA from Tulane University. Here’s to a fantastic year ahead, Tim! We’re lucky to have you on our team.🎉

#𝗠𝗼𝗻𝗱𝗮𝘆𝗠𝗶𝗻𝘂𝘁𝗲 Today's Monday minute is from #Investopedia, highlighting ways to bring in extra income in retirement. Making extra money in retirement can be a great way to stretch a fixed income, but working in retirement is no fun! Financial Advisor, Ashley Terrell spoke with Investopedia’s Dawn Papandrea about ways to generate passive income in your golden years. Click below to read the full article ↓↓↓↓

#𝐁𝐮𝐫𝐧𝐬𝐢𝐧𝐭𝐡𝐞𝐍𝐞𝐰𝐬 As inflation and interest rates continue to impact Americans, many are hopeful that President-Elect Trump can fulfill his campaign promises to improve the economy. Christian P. Clausen, CFP®, joins WVUE FOX 8 to share his insights on the real impact of elections on the market, the role of tariffs, and the Federal Reserve's influence on inflation. Click below to watch the full clip for expert insights on navigating the current economy and understanding what to expect in the months ahead. #inflation #PresidentElection2024 #financialplanning #retirementplanning

#𝔼𝕝𝕖𝕔𝕥𝕚𝕠𝕟𝔻𝕒𝕪𝟚𝟘𝟚𝟜 🔴 🔵 Today is Election Day! With the uncertainty that comes with elections, many are left questioning how their portfolios may be impacted. President, Ernie Burns stops by WVUE FOX 8 to discuss navigating potential market volatility and making the most of your investments during this critical time. 🎥 Click below to watch the full interview! Ready to take control of your financial future? Sign up for a 15-minute consultation with one of our advisors to ensure your portfolio is optimized for the months ahead. https://lnkd.in/eqyeKZSw #ElectionDay #stockmarket #PresidentElection2024

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 Did you know that working during retirement can impact your Social Security benefits? If you’re younger than full retirement age and choose to keep working, a portion of your Social Security benefits may be withheld if you earn above a certain limit. Today's #MondayMinute highlights the key factors to consider if you plan to work through retirement, helping you make informed decisions about your benefits and income. Click below to read more! For more personalized information give us a call at 800-308-4416. #SocialSecurity #retirement #RetirementPlanning

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 With the 2024 election on the horizon, tax policies are a key focus for both Americans and candidates. Today's #MondayMinute is fidelity article highlighting key tax changes under consideration that could potentially impact your finances in the future! Want more information on how your taxes could be directly impacted? Give us a call today. 𝟖𝟎𝟎-𝟑𝟎𝟖-𝟒𝟒𝟏𝟔 #Finance #TaxPolicy #2024Election #MondayMinute

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 Did you know that over 7 million adults aged 65+ are renting their homes instead of owning? Today's #MondayMinute emphasizes that renting during your retirement years comes with both perks and pitfalls. ✅ Pros: - More flexibility to relocate or downsize. - Avoid property maintenance headaches. ❌ Cons: - Rent can increase over time. - No building of home equity. Is renting in retirement a good fit for you? Understanding these factors can help you make a smart choice for your financial future. #retirement #retirementplanning

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 Life can be unpredictable, and retirement might come sooner than expected. Today's #MondayMinute is a fidelity article highlighting three ways to prepare for an unexpected retirement. 𝟭.Boost Your Emergency Fund 𝟮. Assess Your Healthcare Options 𝟯. Keep Earning Flexibly Click the link to check out Fidelity’s guide on handling forced retirement >> https://lnkd.in/giQgKaet