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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?