Please adhere to CDC guidelines during this challenging time. We want everyone to remain safe and healthy. During this time, we will be limiting our face to face consultations in order to protect everyone. Please feel free to call the office for any questions or concerns. Our goal is to protect our clients and ensure …
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Secure Act 2020
INFORMATION TO HELP KEEP YOU INFORMED. On December 20, 2019 the Secure Act was signed into law. Burgess & Associates,LLC. would like to provide you with information on how the Secure Act affects our clients and the steps we’re taking to help ensure a seamless experience. Delayed Age for RMDs:For anyone who turns 70.5 on …
2020 – See retirement with perfect clarity.
The new year brings the opportunity to plan for the future with renewed vigor. 2020 promises to be a year of prosperity as well as unrest. Protect your growing assets with the stability of annuities. While the stock market responds drastically to changes in the political and manufacturing realms, Annuities provide a safe and stable …
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Fall is a great time to prioritize saving!
As the end of the year approaches, it is an ideal time to begin looking toward the future and your short and long term retirement goals. When considering retirement planning, estate planning and long term care possibilities, make sure you develop a plan that protects you and your loved ones. Choosing a reputable planner is …
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Time to Reap the Benefits of your Harvest
Estate Planning & Trusts Retirement Planning 401k Rollovers Life Insurance Burgess & Associates, LLC are excited to offer workshops in Springfield and the surrounding areas. These workshops are designed to inform the attendees about options available for successful planning. When deciding the best choice for help with planning, consider a firm that has been helping …
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Equity-Indexed Fixed Annuity
There are two basic types of annuity contracts – Fixed and Variable. Both include a variety of contribution and payout options. This blog will focus on a particular type of fixed annuity. The equity-indexed annuity is a variation of the fixed annuity. With this type of annuity, your account accumulates at a minimum guaranteed rate …
Start Preparing for Retirement Today. Don’t put off ’til tomorrow what you can do today!
thought for the day
“The best way to predict the future is to create it.” – Abraham Lincoln
Are we too old to start planning?
My husband and I put off retirement savings because we thought there was no way we could afford it. With multiple kids, daycare, sporting costs, mortgage and car payments, braces, etc. it seemed we were struggling just to pay the bills. We were the parents that rarely even ate out or went to a movie, …