Jamie Burr, Lincoln Investment

Jamie Burr, Lincoln Investment I will work one-on-one with you to understand your current financial situation and your financial goals. I hold FINRA Series 7, and 66 securities registrations.

I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. I will then design and help you implement a financial plan that is customized to your needs. I attended Cornell University and earned a BS in Operations Research and an MBA in Finance. Additionally, I hold licenses in New Jersey for

Life and Health Insurance. I have earned designations as a Certified Retirement Counselor, Accredited Investment Fiduciary, and a Certified Retirement Education Specialist. I have learned that every decision my clients make prior to retirement directly impacts the quality of that retirement. For this reason, I believe that no decision is inconsequential, and no question should remain
unanswered.

08/27/2026

The One Big Beautiful Bill Act, signed into law in July 2025, made permanent the suspension of the deduction for miscellaneous itemized deductions subject to the 2-percent floor, including unreimbursed employee expenses, and cannot be claimed on Schedule A of IRS Form 1040. If you are an employee, y...

08/26/2026

The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who’s in the will (and who isn’t) is a go-to motive for murder whodunnits, and there’s good reason the premise lands: Many Americans believe the will has the final say over their legacy.

08/25/2026

HSA balances have hit a record high, but most account holders still keep money in cash instead of investing it. This is a missed opportunity.

08/24/2026

The 4% rule for retirement savings is due for a revamp.

08/23/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

08/22/2026

Most Roth IRA savers aren’t maxing out their accounts—but small moves like automating deposits or steadily increasing contributions can help close the gap.

08/22/2026

How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow. Debt, retirement plan loans, and cash-outs after job changes can ma...

08/21/2026

A home equity loan (often referred to as a second mortgage) is a loan for a fixed amount of money that must be repaid over a fixed term. Generally, a home equity loan:advances the full amount you borrow at the beginning of the loan's term, carries a fixed rate of interest, requires equal monthly pay...

08/21/2026

Travelers are taking a shot on rock-bottom-priced packages that could take them to Hawaii—or Tampa, Fla.

08/20/2026

One couple says a simple habit—monthly money dates—has helped keep finances transparent and money arguments off the table for a decade.

Address

485C Route 1 South
Woodbridge, NJ
08830

Telephone

+12016361636

Website

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