Burns Financial Solutions

10/06/2026

In need of Health Insurance for the new year? Don’t miss out on the Annual Enrollment Period for your chance to sign up! Give the office a call at 419-894-0001 to schedule a phone call or appointment with Jacque Cook, a licensed agent!

09/29/2026

🍁 The end of the year will be here before we know it!
Fall is a good time to start gathering your financial documents and thinking about any year-end tax planning opportunities.
Whether it’s converting portions of your IRA to a Roth IRA, charitable giving, or other financial decisions.

Now is the time to be looking at these scenarios if they apply to you and meeting with your Financial Advisor to do this! Give us a call at 419-894-0001 to set up your appointment!

09/23/2026

Give us a call at 419-894-0001to schedule your Medicare review with Jacquelyn Cook, LOCAL licensed agent today! The annual enrollment period for Medicare starts October 15th and ends December 7th

09/18/2026

📅 Many people ask: "When can I retire?"
A better question may be: "Can my income support the retirement lifestyle I want?"

The answer often depends on:
✔️ Expected expenses
✔️ Social Security timing
✔️ Healthcare costs
✔️ Retirement savings
✔️ Tax planning

Give us a call at 419-894-0001 to schedule an appointment to help you look at your overall financial picture!

09/15/2026

📈 Retirement Tip Tuesday
Many people focus on how much they've saved for retirement, but just as important is having a plan for how you'll withdraw that money.
Questions to consider:
✅ Which accounts should you withdraw from first?
✅ How can you reduce taxes in retirement?
✅ When should you start Social Security?
A retirement strategy can make a big difference in how long your savings last.
📞 419-894-0001

09/10/2026

🏈 Football & Finances 💰
Every play matters. Same with finances in your lifetime, every financial decision matters!
As football and school season kicks off, we're wishing all players, coaches, students, families, and fans a great season. Good luck to our local teams!
— Burns Financial Solutions

09/08/2026

📚 Back to School, Back to Budgeting 💰
As a new school year begins, many families are preparing for changing schedules and expenses. Taking time to review your budget can be a helpful way to stay organized throughout the busy months ahead.
Wishing all students, teachers, and families in our community a safe, successful, and enjoyable school year!
— Burns Financial Solutions

09/07/2026

09/01/2026

🌦️ Unpredictable weather

Just like the weather, the markets can change when you least expect it. One day brings sunshine, the next might bring a storm. 🌤️🌧️
Just a reminder that life—and the markets—can have rainy days too & having a financial plan can help you weather the unexpected and stay focused on the sunny days ahead!

Rain or shine, we’re here to help you prepare for whatever comes your way.

— Burns Financial Solutions
📞 419-894-0001

-Photo credit to Julie from this morning!