Burnham Gibson In The News
As Seen In...
Employee Benefit Adviser- Growing Together: Kris Allison and Darin Gibson combine their employee benefit and financial services expertise into a lasting strategic partnership
A couple of years ago Kris Allison was running Burnham Benefits Insurance Services, a well established employee benefits brokerage that offered a respectable level of financial services. Darin Gibson was managing a rising financial services firm with a decent book of benefits business. Today their companies, now Burnham Benefits and Burnham Gibson Financial Group, are a united team with one-stop shopping for their growing client base in Irvine, Calif., and satellite offices across the country. Read more...
As Heard On...
Listen to Burnham Gibson’s own Darin Gibson on Kathryn Minshe’s radio program, “Unlock Your Wealth.”
The content of this interview is not intended as investment or securities advice and does not constitute an offer. Unlock Your Wealth Radio is not affiliated with AXA Advisors, LLC. The moderator is solely responsible for her content, which may not be reflective of the opinions of AXA Advisors. PPG 63283 (6/11) Listen now...
Articles by Burnham Gibson
The Tax Benefits of Life Insurance as Part of a Comprehensive Retirement Plan
The past few years have transformed the way many American workers approach investing for retirement. Soaring stock prices aren’t the given they seemed to be a decade ago. Financial advisors are making the most of a tough situation, coming up with creative strategies to offer clients more security and a brighter outlook for their retirement years. Read More...
The Exemption to the Rule
The long-awaited Tax Relief Act of 2010 is providing an unprecedented opportunity through the end of 2012, for everyone—not just the ultra-wealthy—to benefit from short-term tax breaks impacting gifting and estate planning. The Tax Act, which was signed by President Obama in December 2010, provided a number of short-term opportuni- ties, the most substantial being an increase of the gift tax, estate tax and generation-skipping (GST) tax exemptions, which have been raised to $5 million. Read More...
Refresh Your Retirement Planning Meetings
A volatile economy and wild fluctuations in retirement account balances have consumers on edge, and upcoming transparency legislation is likely to sound more alarms as they question fees they’re not used to seeing printed on their retirement account statements. Persuading them to continue investing in the future and that their hard-earned money is safe may seem like an uphill battle -- but it’s one many advisors know is worth fighting. Read more...
Compliance Issues Affect 401(K) Planning
With transparency and fiduciary legislation looming that will affect 401(k) plans and how they’re administered, it’s time for advisors to make some big decisions: Step up their game or move to the sidelines. Those who continue to advise for 401(k) plans must be aware of the more complicated compliance issues and the high price of potential mistakes. Read more...