USA Today: Ready to Spend Retirement Savings? What to Know About a Formula for Safe Withdrawals
“Yes, we can build customized plans for each person,” said Rob Burnette, investment adviser at Outlook Financial Center in Troy, Ohio.
USA Today: Millions May Lose Health Insurance If Expanded Premium Tax Credit Expires Next Year
If the enhanced PTC expires and your premium jumps, Rob Burnette, investment adviser at Outlook Financial Center in Troy, Ohio, said he's recommended clients consider Medi-Share.
CBS MoneyWatch: Gold and Taxes - What Every Investor Needs to Know
For gold held in taxable accounts, the concept of tax loss harvesting in the overall portfolio could apply," says Rob Burnette, CEO of Outlook Financial Center.
Not Your Father's Two Cents: Saving For Your Child's College Fund
Getting a college degree comes with a hefty price tax. On this episode, join E and Lori Gross, financial advisor with Outlook Financial Center, to learn how you can help making paying for college more affordable.
SuperMoney: CCCC Stock - Is It a Good Investment in 2024?
Rob Burnette, Investment Advisor Representative of Outlook Financial Center, notes that “several factors are influencing the stock market’s performance in 2024, including the Federal Reserve’s actions on interest rates, employment trends, the presidential election year, and global unrest in Ukraine and the Middle East.
MarketWatch: Better Money Habits - Tips to Improve Your Financial Health
“For the first 90 days, track everything[,] including any cash purchases that are made,” said Rob Burnette, CEO and fiduciary financial adviser at Outlook Financial Center.