Burns Estate Planning and Wealth Advisors

10/30/2026

🎃👻 Nothing scarier than running out of money in retirement! 💀

Our team is bringing the Halloween frights, but with the right financial and estate planning, your retirement future doesn’t have to be a horror story!

From all of us at Burns Estate Planning & Wealth Advisors, we hope you have a spooktacular Halloween! 🦇

10/29/2026

☕ NEW COFFEE CHAT: Midterm Market Volatility

📈 How could the upcoming midterm elections impact the markets and your retirement?

👥 Ernie M. Burns and Gerrod Galliano discuss midterm market volatility, election uncertainty, and what investors should consider when preparing for potential market fluctuations.

⏰ Whether you're nearing retirement or already retired, having a strategy in place can help you navigate uncertainty with greater confidence.

🎥 Watch the latest Coffee Chat on YouTube: https://youtu.be/nVo6O2Dg3XE?si=pDlXjrJX5MaA_l-J

🎧 We're also on Spotify! Tune in to more Coffee Chat episodes for insights on retirement planning, wealth management, and more!

📲 Have questions about your retirement strategy? Call Burns Estate Planning & Wealth Advisors at (800) 308-4416.

In this episode of Coffee Chat, Ernie M. Burns and Gerrod Galliano ...

10/28/2026

✨ Wisdom Wednesday ✨

“It’s never too late to be what you might have been.” — George Eliot

Whether you're pursuing a lifelong dream or planning for the retirement you've always imagined, remember that the right time to start is now.

At Burns Estate Planning & Wealth Advisors, we're here to help you take the next step toward a future that reflects your goals and values.

10/27/2026

We're wishing a very Happy Birthday to one of our Financial Advisors, John Ross Donnes!!

We hope you have the best day ever! 🎉 🎂 🥳

10/26/2026

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 ☕

The end of the year is approaching, but there's still time to make smart moves for your financial future!

In our latest Coffee Chat, Chris Burns & Alex Astin discuss End of Year Retirement Planning and the importance of reviewing your investments, maximizing retirement contributions, & exploring tax-saving opportunities!

🎥 Watch our latest Coffee Chat NOW to learn more about the steps you can take before the year ends: https://youtu.be/mQV_fpbjeWw

🎧 Don't forget to catch us on Spotify: https://open.spotify.com/episode/3y7lQyxR6zNjqzWfD8HSFJ?si=fwm3nt3kQyytpFlP9M0HKQ

Coffee Chat: Financial and Wealth Advising · Episode

10/23/2026

💚 LION UP! 💛

Burns Estate Planning & Wealth Advisors is proud to participate in Feed the Team as our Southeastern Louisiana University Lions head to Texas to take on the Stephen F. Austin Lumberjacks tomorrow! 🏈

We're excited to help fuel our Lions for game day and wish the entire team the best of luck as they hit the field! Southeastern Louisiana University Athletics

10/22/2026

🩷 Breast Cancer Awareness at Burns! 🩷

We’re proud to come together to raise awareness, honor survivors, remember loved ones, and encourage everyone to prioritize their health.

Together, we can help spread awareness and support the fight against breast cancer!

10/19/2026

💡 Monday Minute | The Tax Catch Behind Monthly Retirement Income

Covered call ETFs are gaining popularity among retirees looking for a steady stream of monthly income, but before investing, it’s important to understand the potential tax implications.

While ETFs are often considered tax-efficient, the distributions from covered call ETFs can come in different forms, potentially creating an unexpected tax bill when it’s time to file.

Read the full article to learn more about the tax considerations and what to watch for: https://www.cnbc.com/2026/10/18/retirement-income-funds-taxes.html

Covered call ETFs have been widely adopted by baby boomers to meet monthly income needs, but unlike most ETFs, the tax implications can be significant.

10/16/2026

📈 Elevated interest rates make it harder to borrow money, but they could be opportunities for savers to earn more interest!

💸 Financial Advisor, Ashley Terrell, spoke with CBS 12 News about why money market accounts and CDs could be advantageous, and why it’s important to avoid accumulating credit card debt in this environment.

📺 Watch the full video to learn more about these opportunities!

10/15/2026

☕ NEW COFFEE CHAT EPISODE!

👥 Join financial advisors, Jordan Pedeaux and John Ross Donnes for a new episode of Coffee Chat as they discuss the 4th Quarter & Midterm Expectations!

▶️ We’re also now on Spotify! You can listen to our Coffee Chat podcasts on Spotify and catch up on more conversations about retirement, investing, and financial planning!

📲 Watch the latest episode and follow us on Spotify so you never miss a conversation!

📺 https://youtu.be/_q1Q26MrUHI
🎧 https://open.spotify.com/episode/48CV6V0TnDYotU2VnPZBb7?si=QegfNKm6SwixjwBYBQR4gg

What could the fourth quarter and upcoming midterm elections mean f...