Having private investments in 401(k)s and other defined-contribution plans would require greater education for plan participants and put a greater burden on plan sponsors to provide such training, said Rob Burnette, financial adviser and CEO of Outlook Financial Center.
“If you are not comfortable with technology or have a more complex return, free file is probably not for you,” said Rob Burnette, investment advisor representative at Outlook Financial Center. “Engaging a professional tax preparer would probably be in the taxpayer’s best interest.”
Rob Burnette shares with News 5 Cleveland viewers what the recent ban on junk fees means for them.
The holidays are here and that means scammers are working overtime to get their hands on your personal information. In this episode, we're giving you some tips to protect your identity and your wealth.
“It is a good way to consolidate high-interest debt into a normally much lower interest rate,” says Rob Burnette, an investment advisor representative at Outlook Financial Center in Troy, Ohio.
"Buying gold is relatively easy with many big retailers," says Rob Burnette, CEO of Outlook Financial Center.