Blogs

Stay Safe!

March 19, 2020

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

Secure Act 2020

January 14, 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

2020 – See retirement with perfect clarity.

January 8, 2020

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

Fall is a great time to prioritize saving!

October 27, 2019

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

Time to Reap the Benefits of your Harvest

September 28, 2019

Estate Planning & Trusts Retirement Planning 401k Rollovers Life Insurance Burgess & Associates, LLC are excited to offer workshops in Springfield and the surrounding areas.

Equity-Indexed Fixed Annuity

September 21, 2019

There are two basic types of annuity contracts – Fixed and Variable. Both include a variety of contribution and payout options. This blog will focus

Burgess & Associates, LLC are not CPA’s, therefore cannot offer tax advice. Please consult your tax advisor for clarification on IRA contributions and other tax-affiliated questions & concerns.

Burgess & Associates are not Lawyers. Our trusts are reviewed by our Trust officers and our Lawyer, we offer no legal advice.