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Medical Self-Advocacy in Retirement
Why It Matters and How to Put It Into Practice Medical self-advocacy means taking an active role in understanding and managing your healthcare. That can include communicating your goals, weighing treatment options, understanding...
Read MoreSustainable Investing for Retirement
A Simple Guide to Building a Values-Aligned Plan As retirement approaches, you may want your portfolio to do more than support spending. You may also want it to reflect the values that have shaped how you live, give, and plan for the...
Read MorePhilanthropy With Discipline: A Guide to Charitable Trusts for High-Net-Worth Estates
For high-net-worth families, charitable giving is often about more than writing checks at year-end. It can be a way to express values, reduce concentrated asset risk, support long-term family stewardship, and create a legacy that...
Read MoreLiving Wills In Retirement: Advantages, Drawbacks, And Practical Next Steps
Retirement can bring new questions about health, caregiving, family roles, and financial stewardship. A living will helps answer one of the hardest questions before a crisis happens: what kind of care would you want if illness or...
Read MoreHow to Pay Off Your Mortgage Early and Build Wealth Along the Way
How to Pay Off Your Mortgage Early and Build Wealth Along the Way Paying off your mortgage faster can sound appealing—less debt, fewer years of payments, and big interest savings. But as with most financial decisions, the right move...
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Designing Your Retirement Budget How to Estimate Expenses That Fit the Life You Want
Designing Your Retirement Budget How to Estimate Expenses That Fit the Life You Want Preparing for retirement shouldn’t feel like a math test, but your retirement lifestyle decisions do come with a price tag. As you design your...
Read MoreMortgage Decisions in the Home Stretch: Should You Refinance Before You Retire?
As retirement gets closer, financial decisions often feel more personal—and more permanent. Your mortgage is one of the biggest. A refinance may help lower monthly payments, create more predictable cash flow, or provide access to home...
Read MoreWhat Families Should Know About Trump Accounts
Hi everyone, my name is Kayden Besher with Burgdorf Wealth Managers. Today, I want to talk about a new savings tool that you may be hearing more about: Trump Accounts. These accounts were created to help children begin building...
Read MoreShould I Downsize My Home? Pros and Cons for Retirement
For many retirees and pre-retirees, the family home represents much more than a place to live. It may hold decades of memories, family milestones, familiar routines, and a strong sense of identity. That is why deciding whether to...
Read MoreJerry & Barb Lawrence* Legacy Story
My parents, Ed and Bertha Lawrence, lived by hard work, sacrifice, and compassion. In turn, they passed on values and a legacy that positively impacted the lives of others. The following is a synopsis of their shared life together. My Dad
Read MoreBarb Andersen* Legacy Story
Me: Despite me being diagnosed with MS in 2002, I use a small exercise bicycle under my table and enjoy gardening and staying active. I have always had a strong emphasis on: “paying yourself first,” consistent saving (using the...
Read MoreEd and Marge Williams* Legacy Story
Ed: My father was born in 1902. His father was killed by a streetcar when he was 6, and because his mother couldn’t afford to keep him, he was sent to live with an aunt. At 10, he ran away, hopped a train to Chicago, and worked on the...
Read MoreCraig & Cindy Renth* Legacy Story
Craig: My father served in the Army and spent 14 months on the front lines in Korea. That military background set a standard for hard work and personal responsibility in our home. After his service, he held multiple jobs and...
Read MoreSteve Hayes* Legacy Story
From Dad: My father, Bob Hayes, was a welder and sheet metal worker who ran his own business from a shop behind the house. He was known for his hard work and kindness. My dad had a practical and compassionate approach to business,...
Read MoreBill & Kathy Cunningham* Legacy Story
Bill: I grew up in Northern Illinois as the youngest of three boys. My father worked hard as a truck driver and was often away, while my mother was the glue that held us all together. Both parents didn’t tolerate excuses. They were...
Read MoreMitch Davis Legacy Story
Mitch, Client Service Specialist: My parents taught me that everyone deserves respect, regardless of their background. Growing up in a military family, I traveled a lot and learned to treat everyone equally, which allowed me to adapt...
Read MoreKayden Besher Legacy Story
Kayden, Financial Advisor: My parents have continually shown extraordinary generosity and sacrifice toward me and my brother. They were quite young when they had us, and as a result, they had to work constantly to make ends meet....
Read MoreSteve Hamburg* Legacy Story
I grew up in a very loving family, where my parents put my brother and me first. They loved us equally and would ensure that we were treated identically. My parents didn't take me to church regularly. They were ‘turned off’ by the...
Read MoreArif Husain Legacy Story
Arif, Assistant to Mark Burgdorf: My father passed away in 1999, and it was only after his death that I came to fully understand the depth of his character. He was always known as a humble man, but through conversations with family...
Read MoreJoyce Beckett* Legacy Story
From Dad: My dad worked as a traveling salesman, leaving every Monday morning and returning home every Friday night. He took pride in his work and in presenting himself well, from starched shirts and a pressed suit to the shoes he...
Read MoreKathy & Gary Byers* Legacy Story
Kathy: My parents taught me that salvation came by grace, and that honoring God was a daily response to that grace. Growing up, we did not have discretionary money for extras, even simple things like hula hoops when other kids had them...
Read MoreKaren & Kevin Dickey Legacy Story
Karen, Administrative Assistant: My mother was the one who taught me faith. She made sure we went to church and learned about trusting God and giving faithfully. From my father, I learned frugality and the importance of saving. He...
Read MoreMark & Tina Burgdorf Legacy Story
Mark, President & Senior Wealth Advisor: My father grew up during the Depression in a home marked by financial struggle and health challenges. Through all of it, he never complained. He trusted God, worked hard, and carried a steady...
Read MoreRandy & Jan Thouvenot* Legacy Story
Randy: My father worked long hours at Anheuser-Busch as a machinist, instilling in me a belief in thoroughness, directness, and dedication. I recall never taking family vacations because of my father’s demanding work schedule and the...
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