Burton Enright Welch

08/27/2026

How much should you tell your family about your estate and inheritance?

We weigh the risks of transparency versus discretion and share a practical guide to having the conversations that matter most — including how to handle unequal distributions, and why your "why" matters as much as your "what."

Check out our latest blog for tips on navigating this important conversation with the people who matter most.

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Unsure how much to share about your estate plan? Learn how to have the conversation about inheritance, explain your reasoning, and avoid future conflict for your family.

07/17/2026

As America celebrates 250 years, it's worth reflecting on the qualities that have shaped our nation's story. Resilience, innovation, and the ability to adapt through change.

History reminds us that progress isn't always a straight line. It's built through perseverance, thoughtful decisions, and a willingness to embrace new opportunities. Those same principles can apply to our financial lives today.

Read our latest blog: America at 250: A Story of Reinvention and discover what our nation's journey can teach us about planning for the future.

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06/25/2026

Retirement isn’t always a shared finish line. What happens when one partner is ready to retire while the other wants to keep working?

Differences in timing can create financial, emotional, and lifestyle challenges but with open communication and thoughtful planning, couples can navigate this transition together.

Read our latest blog to learn key considerations and strategies for making retirement work on both timelines.

https://na2.hubs.ly/H06j-tJ0

There’s a lot of retirement planning content out there.  And it runs the expected gamut — transitioning from accumulation to decumulation, coordinating Social Security benefits, managing investments, making healthcare decisions, and so on. Those are important. But it almost always assumes both ...

01/12/2023

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

01/10/2023

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.

01/03/2023

This year may not go down in infamy quite like 2000 or 2008. Still, 2022 has been tough for investors, and we’re glad to turn the page!

Discoveries like these will generate significant benefits in the coming decades. Companies will harness their power and disseminate their value throughout the global economy. Diversified and patient investors will capture much of that value.

12/23/2022

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before you commit to spending it all, consider saving & investing your bonus in a taxable brokerage account.

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before you commit to spending it all, consider saving & investing your bonus in a taxable brokerage account.

11/22/2022

How much should you defer into your deferred compensation plan?

Meta Description: Executives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much to defer.