Burns Financial Solutions

09/04/2026

09/01/2026

🌦️ Unpredictable weather

Just like the weather, the markets can change when you least expect it. One day brings sunshine, the next might bring a storm. 🌤️🌧️
Just a reminder that life—and the markets—can have rainy days too & having a financial plan can help you weather the unexpected and stay focused on the sunny days ahead!

Rain or shine, we’re here to help you prepare for whatever comes your way.

— Burns Financial Solutions
📞 419-894-0001

-Photo credit to Julie from this morning!

08/27/2026

🔄 Thinking about rolling your 401(k) into an IRA? Here’s why it might be a smart move for your retirement plan:
1. More Investment Choices
With an IRA, you have access to a broader range of investment options — stocks, bonds, mutual funds, ETFs, and more! 📈
2. Lower Fees
Often, 401(k)s come with higher fees. Rolling it into an IRA could help you reduce costs and keep more of your money working for you. 💸
3. Consolidation
If you’ve changed jobs or have multiple 401(k)s, rolling them into one IRA means fewer accounts to track and manage, possibly even lower fees with breakpoints! 🗂️
4. Tax Advantages
You can roll over to a Roth IRA (if eligible) for tax-free growth, or keep it in a traditional IRA for tax-deferred growth. 📅
5. More Control
An IRA gives you more flexibility in managing your account — and more control over your retirement future. 🔑
Want to learn if rolling your 401(k) into an IRA is right for you? Let’s chat, give us a call at 419-894-0001

08/15/2026

Happy Birthday to the heart of Burns Financial, Marlene🎂

We hope you have the best birthday with a year ahead filled with good health, happiness, continued success, and plenty of fun!🎉

07/09/2026

🌱 The best time to start planning for retirement is before you're ready to retire.
Questions to consider:
• Am I saving enough?
• Do I know what my future income may be?
• How much healthcare coverage will I need?
• What are my retirement goals?
Small adjustments today can have a big impact later. Give us a call now to schedule an appointment to start planning for your future! 419-894-0001

07/02/2026

Wishing everyone in our community a safe and happy Fourth of July!
Please note that Burns Financial Solutions will be closed on Friday, July 3rd in observance of the holiday, as the stock market will also be closed.
We will reopen Monday, July 6th at 9:00 AM.
We hope everyone enjoys a fun and relaxing holiday weekend with family and friends!
Burns Financial Solutions

06/09/2026

Can you believe we are halfway through the year already? Mid-year is a great time to pause and review your financial goals. Reach out now and set up an appointment where we can help review your financial goals, retirement contributions, savings plans, and tax strategies before the second half of the year flies by.

Set up your appointment now by calling 419-894-0001

05/27/2026

Graduation season is more than caps and gowns — it’s the beginning of major financial milestones! Whether you are a parent & unsure of how you want to contribute to your child’s college endeavors or wanting to create accounts for your child Or you are the graduate and it’s your first job, new student loans, or opening retirement accounts early, smart habits now can make a huge difference later!
Set an appointment with us to find out how much value a Financial Advisor can be to YOU at 419-894-0001

Enjoy a picture of our Office Manager, Julie and her son Lane at his high school graduation! Lane is such a smart and respectful young man, we are wishing him all the best as he goes into pilot school!

05/12/2026

Hello everyone!
We know we’ve been a little quiet on social media lately, but it’s because our office has been busier than ever with some exciting changes behind the scenes.
On January 6th, our firm officially transitioned broker dealers from Lincoln Investment, where we had been since 2009, to LPL Financial LLC. After extensive research and careful consideration, we are confident this move was the right decision for both our clients and the future of our firm.

We completed the transition in February, rolled right into tax season, and are now finally feeling settled into our new systems and operations. We appreciate everyone’s patience, support, and understanding throughout this exciting season of growth.

As always, we are grateful for the continued trust you place in our family-owned firm and look forward to continuing to serve you for many years to come!
Please see below for our updated email contact information:

12/23/2025

🎄 This Christmas, consider a gift that lasts longer than the wrapping paper. 🎁 Contributing to a child, niece, or grandchild’s UTMA can help set them up for a stronger financial future. A small contribution today can grow into meaningful opportunities tomorrow. If you’d like to explore gifting strategies for the next generation, we’re happy to help!
Give us a call at 419-894-0001