Burkhart Wealth and Retirement of Raymond James

10/31/2025

Happy Halloween! We had such a great time at this year's Carlisle Elementary School Trunk or Treat - our team went all out as the Peanuts gang with our very own Lisa as Snoopy! We loved getting into the Halloween spirit and seeing all the creative costumes.

09/03/2025

A million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, but there's good news: You don't have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

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08/20/2025

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

08/06/2025

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

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07/24/2025

Retirement is a new chapter and your tax strategy should reflect that. Explore ways to reduce your tax burden and make the most of your retirement savings:

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07/18/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

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08/12/2021

Hitting a financial rough patch? I am here for you. Let’s meet to find a way to make lemonade out of your situation.

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07/14/2021

Not sure where to begin with your financial strategy? Let’s work together to identify your starting point.

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06/23/2021

Depending on your goals, there are different types of financial advisors to guide you through helping achieve them. If you’re looking for a more personalized approach, let’s talk.

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05/26/2021

Your financial goals from five years ago might not be the same today. Let’s chat about defining your goals so you’re ready to take on anything that life throws your way.

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05/19/2021

If this past year taught us anything, it’s that you can’t predict the future. But you can be prepared. To help protect your financial future, I can help you create an emergency fund. We can work together to help ensure your finances are prepared for the future.

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05/13/2021

When it comes to knowing the right retirement age, there is no right answer. I can help you talk through some of the questions you may have before making that decision.

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