Andrea V Burckhard LUTCF, CAP, CLTC, RICP Agent with New York Life

09/02/2026

Celebrate, cherish, and inspire all those who illuminate your life this .

09/02/2026

🎓 September is National College Savings Month!

For many families, saving for a child or grandchild’s education is an important part of a long-term financial plan. And when it comes to college planning, starting early can create more options.

A thoughtful education funding strategy may include:
🎓 529 plans and other education savings vehicles
💰 Contributions from parents and grandparents
📈 Balancing college savings with retirement goals
👨‍👩‍👧‍👦 Coordinating gifts across generations
📋 Understanding how education funding fits into your broader estate and wealth plan

College planning can be about more than simply accumulating enough money to pay tuition. It can be an opportunity to think strategically about wealth transfer, gifting, taxes, and the legacy you want to create for the next generation.

The goal? Help give the next generation the opportunity to pursue their goals—without losing sight of your own.

There are fees, charges and tax ramifications associated with a 529 plan, and the underlying investment options are subject to market risk and will fluctuate in value. Be sure to read the full prospectus of the 529 plan you decide to purchase. Burckhard Financial Group LLC, its agents, employees and affiliates, do not provide tax, legal or accounting counsel.

08/28/2026

Thoughtful planning can transform lives. Take Christopher’s family - they created a special needs trust to ensure his care would continue, even as his family’s ability to provide direct support was reduced. The trust protected his eligibility for government benefits while covering extra needs like therapy, medical appliances, vacations, and more. Watch his story to see how funding the trust with tools like life insurance gave his family peace of mind, knowing his future was cared for. If you’re ready to start planning to ensure your loved one with special needs is supported for years to come, let’s talk.

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08/26/2026

Imagine turning small contributions today into a life-changing gift for your favorite charity in the future. Making an impact doesn't always require a big donation upfront. Life insurance offers powerful options to maximize your charitable giving while considering your family's needs. Watch this story to see how families like Mabel’s are using this strategy to create lasting change in their communities, and reach out to learn more about charitable giving strategies that can help you leave a meaningful legacy for the causes you care about most.

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08/24/2026

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/4xYKpEi

08/22/2026

Had a great time at last night’s Women in Business event featuring radio personality Sheila Scruggs from 106.1 The Eagle and an inspiring presentation by Sherry Ailor!

Sherry shared a great reminder about confidence, believing in ourselves, and walking with purpose. Sometimes, putting our best foot forward simply means showing up with confidence and believing in the value we bring.

Feeling inspired by an evening of learning, connection, and celebrating amazing women! ✨

08/20/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4xOi4QV may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

08/18/2026

Racquel’s husband, Ryan, did everything right—and it made all the difference when tragedy struck. Because of the life insurance he secured, Racquel could continue working part-time and stay financially stable for their kids. Let’s make sure your family is just as protected. Reach out and let’s talk about how we can secure your family’s financial future.

08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/13/2026

Leaving a legacy means making an impact on future generations. Whatever you envision, it's vital to plan now and ensure that your wishes are followed. Watch this video and reach out today so we can discuss estate planning strategies that are right for you.
https://bcove.video/4kq68xR