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Conshohocken, PA 19428

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The Burkholder Team                                        

We are a family financial practice dedicated to helping our clients make the most of their hard earned money. We serve individuals and business owners who are passionate about their goals and appreciate the advice and expertise we can provide.

Since we are business owners, founded in family values, we make our clients part of our family. Our first priority is your overall financial success. We help you identify your dreams and goals, and join in the celebration along the way. Your financial success is our financial success.

 

 

Helpful Content

Tax Deductions You Won't Believe

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.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

RE: Retirement

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

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