Burns Estate Planning and Wealth Advisors

07/22/2026

#𝐖𝐢𝐬𝐝𝐨𝐦𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲💡

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa von Tobel

⌚️Every financial decision you make today shapes the opportunities you'll have tomorrow. Start planning with your future in mind!

07/20/2026

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞 💼

As your career, family, and retirement goals evolve, your financial plan should evolve too. From adjusting your investment strategy to focusing more on protecting your wealth, knowing when to shift your approach can make a big difference in your long-term financial success.

🎯 Is your financial plan keeping up with your life? Give us a call today at 800-308-4416 to build a strategy designed for where you are now!

Your approach should be determined by your specific goals and time horizon.

07/16/2026

✏️Back-to-School Shopping Costs Are Rising!

🍎 The average family can expect to spend more than $850 on school supplies this year, but as George Pikounis said to WTXL, there are ways to help ease this financial burden.

📚 In addition to careful planning to make sure you only buy what you need, Florida residents will enjoy a school supply tax holiday between July 20 and August 20!

🎬 Watch George's full interview now:

📓 It’s hard to believe, but back-to-school season is just around th...

07/15/2026

"For many, retirement is a time for personal growth, which becomes the path to greater freedom"
- Robert Delamontague

✔️ Feel financial freedom TODAY by taking the first step toward your retirement goals.

📞 Ready to build a plan for your future? Contact Burns Estate Planning & Wealth Advisors at 800-308-4416 to schedule your complimentary consultation.

07/13/2026

#𝐌𝐨𝐧𝐝𝐚𝐲𝐌𝐢𝐧𝐮𝐭𝐞

📈 A Roth IRA can be one of the most powerful tools for building retirement savings, and its benefits go far beyond tax-free growth.

📊 This week's Monday Minute highlights 10 reasons a Roth IRA may deserve a place in your retirement plan, from tax-free retirement income to flexible withdrawal rules and long-term tax advantages. The right strategy today can help create more financial freedom tomorrow.

👉 Not sure if a Roth IRA is right for you? Our team is here to help you build a retirement strategy that fits your goals. Call us at 800-308-4416.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

07/10/2026

🔨Building a legacy takes a lot more than just preserving assets to pass down to your heirs.

As Ashley Terrell explains in her latest article for Kiplinger, tax planning is critical if you want to pass the maximum amount of wealth to your loved ones.



📄 Read more here:

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.

07/09/2026

Watch our NEW Coffee Chat Episode now!
https://youtu.be/YZS7iDr7uF8

In this Mid-Year Market Check-In, Financial Advisors Jordan Pedeaux and Ashley Terrell break down what we've seen so far in the markets and what to keep an eye on through the rest of the year.

🎥 Watch now and see what could impact your financial plan in the months ahead!

07/08/2026

Teamwork looks a little different outside the office! 🎳

Our Burns team took some time to enjoy a little friendly competition, great food, and even better company during our team-building day in New Orleans. We're grateful for a team that works hard, supports one another, and knows how to have a little fun along the way.

Here's to building stronger connections—both in and out of the office!💙

07/06/2026

Don't Let Taxes Decide Your Family's Future!

Without proper estate planning, your loved ones may be forced to sell a family business, farm, or other valuable assets just to cover estate taxes. The right strategy can help protect what you've spent a lifetime building and preserve it for future generations.

Your legacy deserves a plan! 👍

07/02/2026

Have a wonderful and safe Fourth of July weekend! 🇺🇸❤️🤍💙