Burns Estate Planning and Wealth Advisors

10/12/2026

Some people view all debt as “bad debt,” but that’s not necessarily true. Debt is a tool that you can use to improve your finances, as long as you do so responsibly.

As George Pikounis, CFP®, wrote in his latest Kiplinger article, understanding the difference between good debt and bad debt, and how good debt can help you achieve your financial goals, is an important piece of your financial plan!

Read his full article here: https://www.kiplinger.com/personal-finance/using-debt-to-improve-your-finances

Eliminating high-interest balances and strategically using lower-rate loans can help you use debt as a tool to help make you more money in the future.

10/09/2026

🎤 SPEAKER SPOTLIGHT: Michelle Seiler-Tucker

We're spotlighting the incredible speakers joining us for the Exit Rich, Retire Rich Symposium!

Meet all of our speakers and discover how their expertise can help you reach your financial and strategic goals!

📍 The Cannery | New Orleans, LA
📅 October 22, 2026
🌐 Visit www.exitrichretirerich.com to learn more and reserve your spot TODAY!

10/07/2026

“The goal isn’t just to build something valuable. It’s to build something that gives you the freedom to live the life YOU worked for!”

For business owners, building a successful business is only the beginning. The bigger question is: What’s your strategy for what comes next?

At the Exit Rich, Retire Rich Symposium, you’ll hear from experienced professionals who can help you think through business growth, exit strategy, tax planning, wealth management, legacy protection and more!

📍 The Cannery | New Orleans
📅 October 22, 2026
🎟️ Seats are limited!

Reserve your seat today at www.exitrichretirerich.com

10/06/2026

🏢 The Exit Rich Retire Rich Symposium is coming to New Orleans on October 22, 2026, at The Cannery!

👥 Join Ernie Burns, Michelle Seiler Tucker, and many more featured speakers for an event designed to help business owners think beyond building a successful business and start planning for what comes next.

🖥️ Explore our Speakers page to meet all of the professionals joining us and discover how their expertise can help you work toward your financial and strategic goals!

🎟️ Seats are limited, so reserve your spot today!

👉 www.exitrichretirerich.com

10/05/2026

Wishing our very own Mr. Chuck the happiest BIRTHDAY! 🎉

We hope your day is as special as you are! 🎂

10/05/2026

: Could Bonds Help Protect Your Retirement Portfolio?

With stocks showing some signs of vulnerability and interest rates remaining elevated, bonds may deserve another look for those nearing or living in retirement.

The question isn’t simply, “Should I own bonds?” It’s, “Is my portfolio positioned for the retirement I want?”

We are here to help! Read the full article: https://money.usnews.com/money/retirement/articles/could-bonds-protect-your-retirement-portfolio-from-a-stock-slump

Equities have begun to show some vulnerability. Do you need more bonds and alternatives in your retirement portfolio?

10/01/2026

☕️ NEW COFFEE CHAT

👥 Financial Advisors, John Ross Donnes and J. Scott Gwatney tackle some of the important retirement questions that often go unasked.

📊 Discover what you should be asking before making important retirement decisions!

📺 Watch the full Coffee Chat now: https://youtu.be/veFCgtew7jk

Retirement comes with plenty of questions, but some of the most imp...

09/29/2026

🦅 Learning, growing, and bringing Burny along for the adventure!

Jaime Rhodus, CEP and Paralegal, and Charles J. Fulda, Attorney at Law, recently attended the Medicaid Intensive by The Elder Law Coach in Bentonville, Arkansas, gaining valuable insights and continuing their commitment to serving our clients.

And of course, our very own Burny the Eagle got to tag along! 💙
We love seeing our team continue to learn, grow, and bring new knowledge back to better serve our clients.