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Burns Estate Planning & Wealth Advisors

Burns Estate Planning & Wealth Advisors helps individuals and families work towards achieving their ideal retirements. We are a team of professional wealth advisors who are here to help you reach your goals.

Should You Still Convert to a Roth After RMD Age? 🤔

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June 06, 2025

Watch on YouTube here: Should You Still Convert to a Roth After RMD Age? 🤔
Via https://www.youtube.com/channel/UCLgNppJ2KVRZa75g2sroTBQ

Financial Planning Burns Estate Planning & Wealth Advisors

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Retirees Choosing Between Self-Investing and Hiring a Financial Advisor | Christian Clausen, FOX8

June 26, 2025

Watch on YouTube here: Retirees Choosing Between Self-Investing and Hiring a Financial Advisor | Christian Clausen, FOX8 Via https://www.youtube.com/channel/UCLgNppJ2KVRZa75g2sroTBQ

Understanding the One Big Beautiful Bill | Ernie Burns, Fox 8

August 18, 2025

Watch on YouTube here: Understanding the One Big Beautiful Bill | Ernie Burns, Fox 8 Via https://www.youtube.com/channel/UCLgNppJ2KVRZa75g2sroTBQ

Downsizing in Retirement | Scott Gwatney, Fox 8

July 14, 2025

Watch on YouTube here: Downsizing in Retirement | Scott Gwatney, Fox 8 Via https://www.youtube.com/channel/UCLgNppJ2KVRZa75g2sroTBQ

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Burns Estate Planning & Wealth Advisors: Burns Estate Planning & Wealth Advisors helps individuals and families work towards achieving their ideal retirements. We are a team of professional wealth advisors who are here to help you reach your goals. Our staff of professional qualified financial planners are passionate about helping individuals and families implement retirement income strategies to achieve their ideal life as their careers wind down. Retirement today is far different and must be planned for accordingly. We view people retiring as entering into a new beginning, a second act if you will. We invite you to attend one of our seminars and see how Burns Estate Planning can help you with your retirement plan.

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