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    Ashley Terrell, IAR

    Ashley Terrell, IAR

    Investment Adviser Representative, Burns Estate Planning & Wealth Advisors

    Ashley Terrell is an IAR for Burns Estate Planning & Wealth Advisors. After a successful run as Director of Operations and Processing for the firm's assets under management, she obtained her Series 65 to help guide clients' wealth and retirement planning. Ashley oversees Burns Estate Planning's West Palm Beach, Fla., office.

    Latest articles by Ashley Terrell, IAR

    An older couple work on financial planning together at their kitchen table.

    I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan

    The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care.

    • A woman looks serious as she looks thoughtfully out the window.

      Widow's Penalty: Three Ways to Protect Your Finances

      Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.

      By Ashley Terrell, IAR Published 10 April 25

    • A woman stands at the window of a skyscraper while the sun rises and works on her laptop.

      Gender Pay Gap Is a Triple Whammy for Women: How to Beat It

      When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest.

      By Ashley Terrell, IAR Published 7 August 24

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