Forbes: 5 Best Investment Accounts for Kids of 2024
The most important thing to consider before setting up an investment account for your children is determining the purpose of the funds.
Wall Street Journal: How to Make Sure Your Second Home Doesn't Become a Tax Trap
Rob Burnette, investment adviser representative and professional tax preparer at Outlook Financial Center in Troy, Ohio, tells clients to make the state they spend more than half their time living in the state they want as their domicile.
Barron's: Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know.
Rob Burnette, financial advisor and professional tax preparer at Outlook Financial Center, also uses FIAs, considering it a conservative way to create growth while protecting downside.
WHIO-TV: New Years Financial Resolutions for 2024
Rob Burnette of Outlook Financial Center discusses financial resolutions for 2024.
Investor's Business Daily: How to Set Yourself Up to Boost Your Net Worth This Year
You might also consider converting a traditional IRA to a Roth IRA before 2025, adds Rob Burnette, investment advisor representative at Outlook Financial Center.
WHIO-TV: Getting Your Finances in Order in 2024
Rob Burnette of Outlook Financial Center discusses getting your finances in order in 2024 on WHIO-TV.