Year-End Choices That Shape the Year Ahead
As the year winds down, it’s not just about reflecting on your successes and challenges. It’s about setting the stage for a stronger and more intentional 2026. Taking time now…
Read more Burling Wealth Partners: The Quarter in Charts
We bring the past quarter to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.
Charitable Giving in 2025 vs. 2026: Timing Matters
A critical window for charitable giving is closing. New tax rules will soon reduce the tax benefits for generous high-net-worth families, making 2025 the optimal year to maximize your charitable…
Read more The Burling Brief: Six Big and Beautiful Planning Moves to Consider
Earlier this month, the One Big Beautiful Bill Act (OBBBA) introduced significant changes to the tax code, impacting high earners, business owners, and families. Burling Wealth Partners highlights six planning…
Read more The Gift of Education: Planning for a Meaningful Legacy
Few gifts are more powerful than education. It opens doors, shapes futures, and can be a defining part of your legacy. But with tuition costs rising rapidly, having a plan…
Read more Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms
Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…
Read more As Chicago’s Wealth Management Industry Grows, Independent Firms Carve Out Their Niche
As Chicago’s wealth management industry grows more crowded, Burling Wealth Partners founder Steven Resnik sees an opening. A former private-equity investor, Resnik is keenly aware of how well-heeled private-equity firms…
Read more Preparing for Tax Season
Tax season is here—but good tax planning isn’t just a once-a-year thing. Our guide highlights important information and documents to keep top of mind.
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