James F Burns, Jr & Lisa W Burns, Creative Financial Group

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

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Great being back in the Radnor Township School District at the Benefit and Wellness Fair! CJ Scoffone, Jim and I had a wonderful morning speaking with teachers and staff members about personal finance, planning, and overall financial wellness – including the importance of creating a will and estate planning.

Thank you Jessica King, Todd Stitzel, and Dr. Kenneth Batchelor for having us!

➡️ REMINDER: Register for our upcoming complimentary webinar: “Estate Planning: Begin with a Will” on October 2nd at 6:30pm EST.

➡️ Join us and learn the learn the essential components of a Will as well as additional estate planning tools and strategies used to help distribute your assets in the most efficient manner.

➡️ REGISTER HERE: https://bit.ly/3yXFmv0

Message us for details. Share with a friend, we hope to see you there!

Lisa White Burns Scoffone

Your retirement savings needs to last as long as you. Let’s talk about a strategy to help secure your future.

If you’re interested in resources for yourself or a loved one - young or old - on personal finance and life planning, please reach out at [email protected] or contact us at https://www.jamesfburnsjr.com/location.htm.

Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

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Are you looking to grow your assets and make sure you’ll have lifetime income in your retirement? We should talk about how an annuity can help you do both.

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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Personal financial planning impacts your business. What’s your plan and how can we help?

Is your company or organization providing YOU a voluntary benefit of financial education? If no, read on…

Understanding personal finances (from designing a budget, to creating an estate plan (including writing your Will), to planning for retirement) is critical in helping to build financial confidence.

By providing financial education and raising workplace financial literacy, companies can help employees reduce personal financial stress and ultimately increase productivity, build loyalty, and improve morale.

Knowledge is power and the more you know the better financial decisions you're able to make.

Ask your employer about implementing a voluntary Financial Wellness benefit that can help boost your financial health and put you on a path to meet your financial goals.

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Send me a message today for our listing of “20+ Workshops to Build Financial Confidence” that you can easily forward or share. ✨



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With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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Transitioning family wealth starts with knowledge. How can we help you and your family with financial education to leave a multi-generational legacy?

If you’re interested in resources for yourself or your family members - young or old - on personal finance and life planning, please reach out at [email protected] or contact us at https://www.jamesfburnsjr.com/location.htm.

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to
reach your financial goals. Learn more.

Why it's so important to determine your net worth | MassMutual Your net worth is a critical decision-making tool. This article covers how to determine yours and how to use it as a benchmark against future financial goals.

Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.

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You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.

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You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

Which trends shaped the market last week? Check out our weekly market perspective to catch the highlights.

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Annuities aren’t just for those about to retire; they can help your retirement plan at any stage in your life. Let’s talk through your long-term goals and see how an annuity can help.

When is the best time to buy an annuity? | MassMutual Annuities can help retirees meet many goals, but they're not the right solution for everyone.

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.

Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional toll.

Doug's Story Learn how not having disability income insurance affected Doug when he became disabled.

It’s never too early to invest for long term growth. Let’s create a plan that grows with you.

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.