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17791 Fjord Drive
Suite 140
Poulsbo, WA 98370

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Burton & Associates CPA PC

360.930.8019

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer. 

Also, for tax and accounting solutions go to www.cpapoulsbo.com  ....


Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Understanding Long-Term Care

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

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

2017 Year in Review

Take a look at this 2017 Market Recap.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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