Burkholder & Associates

Nicholas E. Burkholder, CFP®, and his team, have been helping individuals, families, and small businesses towards achieving their financial goals for nearly a decade.

Nick provides tailored strategies for clients, based on a thorough analysis of their current financial situation (savings and investments, estate, business) and their future financial goals (financial independence, business succession, etc).

This comprehensive evaluation enables clients to better understand all aspects of their finances, and to make truly informed decisions as they are guided through the subsequent financial planning process. The client’s personalized financial plan takes into account their goals and not only their individual comfort level with investment risk but also their need to take investment risk. 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

Considering the Costs of Long-Term Care

About seven out of ten people over age 65 are expected to need some form of long-term care during their lifetimes. This article presents the facts about long-term-care costs, including the coverage limitations of government programs, and encourages readers to factor these costs into their retirement savings strategies.

Following the Federal Reserve

This primer on the central bank discusses the Fed’s recent policy moves, including the unprecedented actions it has taken to help prop up the banking system and spur the economy in the wake of the financial crisis, and how Chairman Bernanke has promoted greater transparency.

Help Protect Your Assets

From 1951 through 2009, the cost of torts rose at more than double the annual rate of general inflation. Standard homeowners and auto insurance policies offer limited liability coverage, whereas an umbrella liability insurance policy not only provides additional coverage but often cover situations not included in standard policies.

HOT TOPIC: QE3: Is the Third Time the Charm?

In September, the Federal Reserve announced the third round of quantitative easing, dubbed QE3, in an effort to stimulate the still struggling U.S. economy. This article examines the potential benefits and risks of QE3, how it differs from QE1, QE2, and Operation Twist, and how it may impact investors and consumers.

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