Rob Burnette, the CEO and Investment Advisor Representative of Outlook Financial Center in Troy said budgeting starts with a plan. “The spending plan gives you permission to spend money on things you want to go do but provides boundaries for you,” Burnette said.
Rob Burnette of Outlook Financial Center discusses tariffs and the stock market on WEWS-TV.
This week, host Mike Kallmeyer talks with the CEO of Outlook Financial for all the things people should do once their tax refunds hit their bank accounts.
News 5 spoke to Rob Burnette, CEO of Outlook Financial Center, who said the best thing investors can do now is take a deep breath.
One of the questions that Rob Burnette, CEO, investment advisor representative and professional tax preparer at Outlook Financial Center in Ohio, asks his clients when they are discussing how to spend a windfall is "If you pay off that debt, what would it do for you?”
“The IRS has several different ways [to put a halt on] your taxes, and that’s what some people call a hardship,” Rob Burnette, investment advisor and tax preparer at Outlook Financial Center in Troy, Ohio, told The Post. “It allows you to dodge the IRS fairly quickly.”