Heather Calhoun

Burgess & Associates


Sidestep These Retirement Roadblocks

May 24, 2024

You've worked hard all your life, and now the glorious horizon of retirement beckons. It's time ...

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The Risks of Being Underinsured

April 24, 2024

In an ideal world, insurance is a safeguard, a protective barrier that cushions individuals and businesses ...

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Long-Term Care - The Retirement Conversation You Need to Have

February 29, 2024

Picture this: You've saved diligently and worked hard your whole life and are enjoying your well-deserved ...

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A New Year, A New You

January 10, 2024

Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...

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Building a Financial Safety Net with Long-Term Care Insurance

December 19, 2023

As you approach the golden years of retirement, thinking about various aspects of financial planning becomes ...

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Understanding and Avoiding the Latest IRS Tax Scams

December 8, 2023

Taxpayers must be vigilant against an array of sophisticated scams as tax season unfolds. This crucial ...

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A New Identity in Your Golden Years

November 27, 2023

Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...

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Understanding Key Financial Concepts in Life Insurance

November 9, 2023

Life insurance is a financial safeguard, ensuring monetary stability for your family in the event of ...

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Your Simple Guide to a Financially Secure Retirement

October 31, 2023

Budgeting and Beyond After years of hard work, retirement is your ultimate goal, but getting there ...

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Maximizing Retirement Income

October 27, 2023

The Advantages of Delaying Social Security Benefits Delaying Social Security retirement benefits can be a strategic ...

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Don't Borrow Your Way To Retirement

September 21, 2023

Unlock the Power of Life Insurance: Your Guide to Tax-Free Financial Security If you've been looking ...

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The Money Supply

August 23, 2023

The Path to Understanding the Economy What Is the Money Supply? It's the total amount of ...

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Understanding Life Insurance for Seniors

August 22, 2023

Life insurance can be an excellent option for seniors looking to provide their loved ones financial ...

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Play Like A High Roller

June 21, 2023

Several years ago, I traveled to Las Vegas to attend a training seminar for my business. While ...

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Physicians And The Affordable Care Act

May 21, 2023

Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not ...

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Creditor Protection: The Annuity Option

April 8, 2023

Some asset protection might be included with an annuity. With current bankruptcy laws making it more ...

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Big Changes Coming To Estate Tax Planning

April 7, 2023

Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding ...

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Deer In The Headlights

April 3, 2023

It happens all the time. After one of my teaching events, I get people who want ...

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A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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Houston, we have a problem!

February 11, 2023

Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In ...

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Heather Calhoun picture

Heather Calhoun

Burgess & Associates

3322 South Campbell Avenue

Suite P-4

Springfield, Missouri 65807


(417) 581-8220

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