JJ Burns & Company

06/16/2026

Summer is a time for relaxation, fun, and adventure. ☀️

But did you know there are certain summertime activities may affect your taxable income next year?

(Source: Kiplinger)

06/15/2026

Most advisors won’t say this out loud: The hardest part of selling a business isn’t the deal. It’s the identity shift that comes with it.

Your company isn’t just a financial asset. It’s your schedule, your relationships, your sense of purpose.

When you start thinking about an exit, you’re not just evaluating a transaction. You’re asking:

Who am I when this is over?

We help owners navigate both sides of that question—the financial and the human—because you can’t do one well without the other.

Here are 8 signs you aren’t as exit-ready as you think: https://jjburns.com/blog/the-8-signs-your-business-is-not-exit-ready/

06/12/2026

One challenge many solo planners face isn't financial—it's decision fatigue.

When you’re making financial decisions independently, a coordinated team of professionals can help provide clarity, accountability, and specialized expertise.

Consider building your own financial support team:
• Financial advisor
• Trust & Estate attorney
• Accountant/CPA
• Business Advisor
• Insurance Professionals
• Benefits Consultant

The strongest plans are rarely built in isolation. JJ Burns is in your corner.

06/11/2026

Solopreneurs face a unique financial balancing act: growing a business while planning for personal financial security.

Many solo business owners have access to powerful retirement savings strategies that can help reduce taxes while building future wealth.

The key is making sure your business and personal financial goals are working together.

JJ Burns & Company works with your business to support your future, not just your current income: https://jjburns.com/what-we-do/business-planning/

(Source: Inc)

06/10/2026

How to keep finances afloat for SINK households.



(Source: Ellevest)

06/09/2026

Living life as a solo senior has a different impact—financially and emotionally—than being part of a couple *and* it can still be incredibly fulfilling.

The way you schedule your time, how you spend your money, and the activities you pursue are completely up to you.

Whether you’ve always been on your own, went through a divorce, or lost a spouse, retiring successfully as a solo senior is possible.

As you prepare for this next chapter, here are a few things to keep in mind:

🔸 Structure your finances to fit your wants and needs
🔸 Consider a single-friendly retirement community
🔸 Set up a health care and long-term care plan
🔸 Build relationships with new, like-minded friends
🔸 Find a travel companion
🔸 Look for volunteering opportunities in your community
🔸 Consider adopting a pet
🔸 Continue learning new things and enroll in classes

Navigating retirement alone may sound like a frightening proposition, especially if you haven't been on your own for very long. It's natural to feel anxious.

At JJ Burns & Co, we make it our mission to help ensure you’re not just retiring from work—but retiring to an active and meaningful new phase of your life, even if you're going at it solo.

Let's envision this new chapter, together: https://jjburns.com/life-transitions/retirement/

(Source: Kiplinger)

06/08/2026

One of the most important estate planning questions isn't about money—it's about who you trust.

If you're single, childfree, or both, have you thought about who would make financial or healthcare decisions on your behalf if you couldn’t?

Estate planning isn't just about passing down assets. It's about ensuring your wishes are known, your affairs are managed by people you trust, and your legacy reflects what matters most to you.

No matter your family structure, JJ Burns & Co is here to help you create an estate plan that brings confidence and peace of mind: https://bit.ly/jjfinancialplanningprocess

06/05/2026

Despite high interest rates and soaring home prices, homeownership still remains a dream for many.

Think you’ll never be able to afford a home? Believe a home is the ultimate indicator of success?

These misconceptions about home-buying may steer you down a rocky financial path.

(Source: Kiplinger)

06/04/2026

Whether it’s going away for the weekend, for a month, or for an entire season, having a second home can be a blessing for families that creates lasting memories.

It can also come with some significant financial considerations.

If you’ve purchased multiple properties for investment purposes, once you’re retired, you’ll want to make the most of those investments to help generate a steady stream of income.

In our blog, JJ Burns, CFP® highlights some key issues to think about when you own—or want to own—investment properties: https://bit.ly/investmentpropertiesblog

Whether it’s going away for the weekends, for a month, or for an entire season, having a second or third home can be a blessing for families that creates lasting memories. It can also come with some significant financial considerations. Moreover, if you’ve purchased multiple properties for inves...

06/03/2026

Looking to sell your home in the next year? Set yourself up for success with these 10 home improvements that may help increase value—most you can DIY.

Consider using some of the funds to invest in other properties or boost your retirement savings. 💰

(Source: Investopedia)