“These funds receive an agreed-upon interest rate and are often laddered to mature over a specified time frame, allowing for preservation of capital with a rotating stream of income,” says Lori Gross, an investment advisor at Ohio-based Outlook Financial Center.
“You might want to wait for those 1099-Bs because they can have a significant impact on your tax return,” said Rob Burnette, chief executive and investment advisor representative at Outlook Financial Center.
“We’re seeing a much larger increase in the standard deduction than was originally forecast,” said Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.
If your credit card balance already seems unmanageable, “it’s time to cut it up and focus on paying it off,” said Lori Gross, financial advisor at Outlook Financial Center in Troy, Ohio.
Yes, we’re getting into this pretty deep. You could spend all weekend doing this. But this is a suggestion made by Rob Burnette, an investment advisor representative and professional tax preparer at Outlook Financial Center in Troy, Ohio.
"Ninety (years) covers the vast majority of people,” Rob Burnette, chief executive, financial adviser and professional tax preparer at Outlook Financial Center in Troy, Ohio, said.