Roger Burlingame, CFP

Roger Burlingame, CFP Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/22/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Does it make more sense to push back retirement, or not to retire at all?
06/19/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
06/17/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/15/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Stay ahead this year with this handy Personal Finance Calendar.
06/12/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/10/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/08/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/05/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Ready to retire? Prepare with these key questions for those ready to take the big step.
06/03/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/01/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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13199 US Route 6
Corry, PA
16407

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Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm

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