Burlwood Wealth

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Burlwood Wealth

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Burlwood Wealth, Financial Consultant, 601 West Main Avenue, Suite 812/813, Spokane, WA.

06/15/2026

Tax brackets, retirement contribution limits, and Social Security updates are changing in 2026. A midyear review can help uncover planning opportunities and ensure your financial strategy stays aligned with evolving rules and long-term priorities. Read more: https://www.burlwoodwealth.com/blog/financial-updates-for-2026-do-any-of-these-apply-to-you

06/10/2026

🔮 Looking ahead, bond markets may hold important clues about future conditions.
Explore the latest insights in the Weekly Market Commentary: https://www.burlwoodwealth.com/market-commentary

06/08/2026

Summer plans can bring memorable experiences — and unexpected expenses. Creating a thoughtful seasonal budget can help you balance travel, activities, and financial priorities without losing sight of your long-term goals. Read more: https://www.burlwoodwealth.com/blog/budgeting-for-summer-expenses

06/03/2026

📊 Are concerns about valuations overblown?
Find out what the data really suggests.
Read the latest Weekly Market Commentary: https://www.burlwoodwealth.com/market-commentary

06/01/2026

A mid-year financial review can offer more than a status update — it can create opportunities to refine your strategy for the months ahead. From cash flow to retirement savings and tax planning, small adjustments today may support greater long-term confidence. Read more: https://www.burlwoodwealth.com/blog/a-mid-year-financial-plan-review-makes-sense

05/29/2026

College funding strategy can extend far beyond a 529. From custodial accounts and trust structures to thoughtful IRA usage, there may be multiple tax-efficient ways to support education goals while aligning with your broader wealth plan. Swipe through four strategies worth discussing with your advisory team.

05/27/2026

🚜 Agriculture is more than an essential industry—it may also offer compelling investment potential.
Read the Weekly Market Commentary to learn more: https://www.burlwoodwealth.com/market-commentary

05/26/2026

College costs can be challenging, but the tax code may offer planning opportunities many families overlook. From the American Opportunity Tax Credit to student loan interest deductions, understanding which education-related tax benefits may apply can help make funding decisions more strategic. Read the full blog for five key tax breaks worth discussing with your advisory team.
Read more: https://www.burlwoodwealth.com/blog/smart-savings-5-tax-breaks-for-college-students-and-parents

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice continues to inspire reflection, gratitude, and purpose in the lives we build each day.

Address

601 West Main Avenue, Suite 812/813
Spokane, WA
99201

Telephone

+15093563680

Website

http://www.burlwoodwealth.com/

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