Roger Burlingame, CFP

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This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
10/23/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

The question everyone has: Will Social Security be around for you? Read this.
10/21/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Extended care refers to services needed by those who have a chronic illness or disability.
10/19/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
10/16/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Have a kid heading off to college? Here are a few tips.
10/14/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Check out this video on taxes.
10/12/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
10/09/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
10/07/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Is your retirement portfolio subject to “sequence of returns” danger?
10/02/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/30/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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