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
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Saving for College 101
Here's a crash course on saving for college.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.