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 […]

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 […]

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 […]

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, […]