Blog
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...
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Sustainable 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...
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Philanthropy 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...
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Living 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...
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How 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...
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Mortgage 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...
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Should 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...
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