JJ Burns & Company

10/16/2026

Taxes likely aren't your favorite topic (unless you're a CPA).

But if you think about your taxes *before* January, you may be able to make big cuts to your next tax bill.

Hop on these year-end tax planning tips now and thank yourself later.

We're also approaching the giving season, so if charitable giving is on your to-do list, have a chat with a JJ Burns advisor to help your gift do the most good + give the best tax benefit: https://bit.ly/jjburnsfinancialplanning

(Source: Bankrate)

10/15/2026

Entrepreneurs: tracking expenses in order to deduct them from your income is crucial.

Some are obvious, but there are a few often-overlooked tax breaks that may help lower your tax liability and save $$$.

(Source: Investopedia)

10/14/2026

Four tax-planning mistakes that may cost your business big bucks:

🔸 Waiting too long to track expenses.

🔸 Not speaking with a tax professional year-round.

🔸 Not understanding the difference between tax compliance and tax planning.

🔸 Not preparing before meeting with a tax planner.

Here's how you can remedy them:

🔹 If you spend time on your taxes throughout the entire year, tracking your business income and expenses, it can help set you up for success to maximize your eligible deductions.

🔹 Business owners may get stuck in analysis paralysis – preventing them from completing their taxes or bookkeeping. Speak with your tax professional on a regular basis regarding compliance and accounting.

🔹 Tax compliance season (Jan-Apr) is where tax professionals gather data so they can prepare your return strictly for tax compliance. Tax planning involves creating unique strategies to help you save money on taxes and legally leverage the tax codes.

🔹 Before meeting with your tax professional, compile a list of questions about state requirements, tax law definitions, retirement planning, and the best way to make big purchases for tax purposes.

In addition to having a trusted tax professional, don't forget to add a financial advisor to your team.

The advisors at JJ Burns & Co. are experts at business planning and use a variety of sophisticated strategies to help you minimize taxes – analyzing everything from the way your business is set up to your exit strategy: https://bit.ly/jjbusinessplanning

(Source: Forbes)

10/13/2026

Taxes play an important role in funding the public services and resources that help our communities thrive.

While paying taxes is part of a functioning society, thoughtful tax planning can help you take advantage of legal strategies to help reduce your tax liability and keep more of what you’ve earned.

If you're looking for some advanced investment strategies to help lower your tax burden and create a more tax-efficient plan, schedule a chat with one of our expert advisors: https://bit.ly/chatwithjjburns

(Source: NerdWallet)

10/12/2026

Please join us in welcoming Long Island native Nina Skozlas to the JJ Burns & Co. family!

As a Client Service Associate, she helps to keep information organized and accurate, prepares client meetings, and works closely with our advisors and planners behind the scenes.

We’re so happy to have you, Nina!

Get to know our newest team member: https://jjburns.com/get-to-know-us/team-member/nina-skozlas/

10/09/2026

A second marriage can give two people in love a wonderful fresh start. But it can also present complex financial challenges, especially for couples blending families and assets.

That’s why it’s important to address these issues early – preferably before walking down the aisle – to help you create a secure future you both feel good about.

Our blog by JJ Burns, CFP® outlines five steps that can help clear the path:

A second marriage can give two people in love a wonderful fresh start. But it can also present complex financial challenges, especially for couples blending families and assets. That’s why it’s important to address these issues early, preferably before walking down the aisle, to help you create ...

10/08/2026

Often, financial planning revolves around “having a family”, but families come in all shapes and sizes – and they don’t necessarily include children.

No matter what your family looks like, the expert advisors at JJ Burns are ready to help you achieve your financial dreams: https://bit.ly/jjburnsfinancialplanning

(Source: Kiplinger)

10/05/2026

Three things are competing for investors’ attention right now:
• Oil near $100 as the Iran conflict resumes
• A Federal Reserve that just raised rates for the first time in three years
• Midterm elections that could flip control of Congress

Each is a legitimate factor. None of them is a reason to change a well-built plan.

Let’s walk through why, starting with the Fed, because that’s the one with the most immediate cause and effect on your portfolio: https://jjburns.com/insights-research/market-commentary/markets-economy-the-fed-hikes-oil-and-the-midterms/

10/02/2026

Some of the most important financial conversations aren't really about money.

They're about family.

As parents age and children become adults, financial roles can change. A parent who once handled everything independently may eventually need help. An adult child may suddenly become responsible for decisions they never expected to make.

That's why financial preparation can include more than reviewing investments or updating a spreadsheet.

It can mean having the conversations that feel uncomfortable today so they're not overwhelming tomorrow.

And they likely won’t happen all at once, but you can use these as a guide to help you prepare.

As always, your JJ Burns & Company advisor is here to help you navigate changing and challenging financial circumstances. If you have a particular hurdle you need help overcoming, let's set up a time to chat: https://bit.ly/chatwithjjburns

(Source: Money)

09/30/2026

Future You is worth planning for 🫶

There always seems to be a reason to put off financial planning.

A move. A new job. Student loans.

Your attention will always be pulled in multiple directions. Which is why you have to *make* time for your money, like you do for other elements of your health and wellness.

Give Future You more options.