Even if you use tax preparation software, be vigilant, says Rob Burnette, an investment advisor and tax preparer at Outlook Financial Center in Troy, Ohio.
“What can be pared back without completely blowing up your lifestyle?” asks Lori Gross, a financial advisor at Outlook Financial Center in Troy, Ohio.
Rob Burnette, the CEO of Outlook Financial Planning discusses how tariffs may impact investors.
The general rule of thumb is to save "10% to 15% of your gross salary per month," said Rob Burnette, CEO and investment advisor representative at Outlook Financial Center.
“As Social Security looks at your top 35 earnings years to calculate your monthly benefit, your peak earning years have the biggest impact on your PIA,” explained Lori Gross, a financial and investment advisor at Outlook Financial Center.
Rob Burnette of Outlook Financial Center discusses what federal employees should consider when it comes to President Trump's buyout offer.