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As a financial planner, I take the time to understand my clients’ goals so that we can…
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Jeff Burgess shared thisA guide to key perks that come with five of the high-end cardsHow the Big Premium Credit Cards Stack Up Against Each OtherHow the Big Premium Credit Cards Stack Up Against Each Other
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Jeff Burgess shared thisScreen attention spans have dropped from 2.5 minutes to 47 seconds over the past two decades—a change that raises a bigger question about whether literacy can thrive without sustained attention.
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Jeff Burgess shared thisVicki and Sal, 76, are part of a growing population of 1.1 million US grandparents 60 and older who have returned to parenting roles when they expected to be retiring.They thought they'd be retiring. Instead, they're grandparenting full time.They thought they'd be retiring. Instead, they're grandparenting full time.
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Jeff Burgess shared thisIf an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help create flexibility when it matters most. Let’s connect.
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Jeff Burgess shared thisPrice is more volatile than value. Therein lies the opportunity. Sentiment drives stock prices in the short-term, but intrinsic value drives prices in the long run.How to Use Price and Value to Make Better Investment DecisionsHow to Use Price and Value to Make Better Investment Decisions
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Jeff Burgess shared thisFinancial assistance for college comes in lots of shapes and sizes, and so do the tax consequences.Is That College Scholarship Taxable? What Parents Need to Know Before FallIs That College Scholarship Taxable? What Parents Need to Know Before Fall
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Jeff Burgess shared thisChatting has benefits for both generations. Here are some ideas for family connection.How to Get Grandparents and Grandchildren to ConnectHow to Get Grandparents and Grandchildren to Connect
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Jeff Burgess shared thisA House hearing on Tuesday focused on whether sports prediction market contracts should be treated as sports wagers and federally regulated.
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Jeff Burgess shared thisAs companies grow, complexity often finds its way into the customer experience. Here's why — and what to do about it.How Growing Companies Lose the Clarity That Made Them Successful — and How It Hurts Your Customers’ ExperienceHow Growing Companies Lose the Clarity That Made Them Successful — and How It Hurts Your Customers’ Experience
Jeff Burgess commented on a post
1mo
Congrats Cullen! Trish Gillis, if you run into Cullen say hi, he's one of the good ones.
Jeff Burgess replied to a comment
1mo
Aleksandra Y. Efimova it was so great seeing your foursome out there. You fit the spirit of the event so well and we really appreciate your support. We can't wait to see you out there next year!
Experience & Education
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WestPoint Financial Group
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Volunteer Experience
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Fundraiser/Mentor
American Cancer Society
- Present 14 years 2 months
Health
I am a committee member for the American Cancer Society and help raise money by running endurance races through Team DetermiNation.
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Organizations
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NAIFA
Board Member
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Plainfield Shorewood Area Chamber of Commerce
Member
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