by Warren Burger | Nov 5, 2023 | Insights
For years, I’ve been dedicated to guiding individuals through some of life’s most complex events, and today we’re diving into three key strategies to help you work through a divorce. Divorce isn’t just a legal process. It’s a life...
by Warren Burger | Oct 31, 2023 | Investing
I want to help you simplify the IRA dilemma that’s on everyone’s mind. Roth or traditional. I’ll help you make an informed choice for a secure retirement. Stay with us and get one step closer to a smarter retirement plan. Individual retirement...
by Warren Burger | Oct 6, 2023 | Retirement Funding
Today we’re talking about the importance of asset location. Asset location is a vital component in financial planning that focuses on placing your investments in the most tax efficient accounts possible. It’s a strategy used to potentially increase your...
by Warren Burger | Aug 29, 2022 | Retirement Funding
If you’re thinking about retiring early or looking to access some of your retirement funds before age 59 and a half, the rule of 55 might allow you to do that today. I want to talk about the five questions you should ask before you utilize this exception. First,...
