Burns Estate Planning and Wealth Advisors

06/02/2026

🤖 Will AI create more jobs—or eliminate them?

#𝕋𝕠𝕥𝕒𝕝ℝ𝕖𝕥𝕚𝕣𝕖𝕞𝕖𝕟𝕥

Many people worry that Artificial Intelligence will replace workers, but others believe it could create opportunities and transform the way we live and work.

C.E.O. Ernie Burns shares his perspective on how AI may impact the economy, businesses, and our future over the next decade.

👇 What's your opinion on AI? Opportunity or concern?

Learn more https://burnsestateplanning.com/

06/01/2026

There's no better time than now to take action

05/25/2026

Find out ways to address taxes, estate plans & more

05/21/2026

05/20/2026

#𝐁𝐮𝐫𝐧𝐬𝐈𝐧𝐓𝐡𝐞𝐍𝐞𝐰𝐬

Should you consider a Roth IRA conversion? 🤔

Certified Financial Planner, Chris Burns joined FOX10 News to discuss why more people are exploring Roth conversions and how today’s tax environment may create planning opportunities for retirement.

Topics covered include:
✔️ Traditional IRA vs. Roth IRA
✔️ Tax-free retirement income
✔️ Required Minimum Distributions (RMDs)
✔️ Roth conversion timing opportunities
✔️ Long-term retirement tax planning

The right strategy depends on your unique financial situation, goals, and future taxable income.

👇 Watch the full interview below to learn more.

📞 800-308-4416
🌐 burnsestateplanning.com

In this FOX10 interview, Certified Financial Planner, Chris Burns breaks down what a Roth IRA conversion is, why more Americans are exploring the strategy ri...

05/19/2026

𝐌𝐞𝐞𝐭 𝐋𝐞𝐱𝐢! ✨

In a season filled with lots of joy and cheer, we would like to send an extra special shoutout to our very own C/o 2026 Grad, Lexi!

Lexi joined the Burns Estate Planning & Wealth Advisors family in April 2026, bringing a fresh, creative and forward-thinking approach straight out of college. She holds a degree in Strategic Communication and is passionate about crafting compelling visuals and messaging through graphic design, marketing, and writing. In her short time with us, Lexi has done exceptionally well aiding in our marketing efforts and promoting growth.

Congratulations to the entire SLU Graduating Class!

𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐫𝐞𝐬𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐭𝐞𝐚𝐦 𝐚𝐭 https://burnsestateplanning.com/our-team/

05/18/2026

💙𝐎𝐥𝐝𝐞𝐫 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧𝐬 𝐌𝐨𝐧𝐭𝐡: 𝐁𝐲 𝐭𝐡𝐞 𝐍𝐮𝐦𝐛𝐞𝐫𝐬

As we celebrate Older Americans Month this May, it’s important to recognize the growing need for retirement planning and financial preparedness.

Here are a few eye-opening statistics:

🔹 Nearly 1 in 5 adults age 50+ have no retirement savings at all
🔹 43% of Americans ages 55–64 have no money in retirement-specific accounts
🔹 The average monthly Social Security benefit for retired workers in 2026 is about $2,081
🔹 90%+ of retirees rely on Social Security as part of their retirement income
🔹 Americans are living longer — meaning retirement could last 25–30 years or more
🔹 About 11,000 Americans turn 65 every single day

Retirement today looks very different than it did for previous generations. Longer lifespans, rising healthcare costs, inflation, and market volatility make having a personalized retirement strategy more important than ever.

At Burns Estate Planning & Wealth Advisors, we believe preparation today can help create confidence tomorrow.

📞 Schedule your complimentary consultation today: 800-308-4416
🌐 BurnsEstatePlanning.com

05/18/2026

Effective strategies for the complex worries of HNWIs

05/16/2026

If you’re a high-net-worth investor looking to protect, grow, and preserve your wealth for the future, Burns Estate Planning & Wealth Advisors is here to help. Our experienced team can provide personalized guidance and strategies tailored to your long-term financial goals. Schedule your complimentary consultation today and take the next step toward building a lasting legacy.

Contact us to begin your planning https://burnsestateplanning.com/financial-services-high-net-worth/

05/15/2026

#𝐁𝐮𝐫𝐧𝐬𝐢𝐧𝐭𝐡𝐞𝐍𝐞𝐰𝐬
Traditional IRA, Roth IRA, trusts, non-qualified accounts… what’s the difference and why does it matter? 💰

Financial Advisor John Donnes recently joined WVUE FOX 8 to help break down some of the most common retirement and investment account types and explain how understanding them today could impact your future retirement income and taxes.

💡 One key takeaway: Traditional retirement accounts may lower taxes now, while Roth accounts can offer tax-free growth later. The right strategy depends on your goals, timeline, and overall financial picture.

Watch the full interview below to learn more.

📞 800-308-4416 | Burns Estate Planning & Wealth Advisors

Planning for retirement goes beyond just contributing to a 401(k). In this insightful news interview, financial advisor John Donnes of Burns Estate Planning ...