A Private Wealth Experience
We know that wealth is about much more than money. To our clients, wealth represents peace of mind, a comfortable lifestyle, and the financial freedom to pursue their personal goals.
Burr Financial is a comprehensive financial advisory firm dedicated to helping retirees and pre-retirees protect their lifestyles and build prosperous futures. We specialize in creating prudent investment strategies and sophisticated risk management techniques that help you build and protect your wealth.
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Helpful Content
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.