InsuranceNewsNet: Advisors, Tax Pros Weigh in on Best Year-End Planning Tips
“In other words, sell Pepsi and buy Coke,” said Rob Burnette, CEO at Outlook Financial Center, in Troy, Ohio.
U.S. News & World Report: What Is a QDRO?
You do need a QDRO to split a 401(k), says Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.
Forbes: How Inflation Will Make Holiday Shopping Even Harder This Year
“While gift cards may seem basic, purchasing them for holiday gifts will allow you to avoid high inflation on goods and services,” says Lori Gross, financial advisor at Outlook Financial Center in Troy, Ohio.
Business Insider: How to Find a Financial Advisor Who is Right for You
As Rob Burnette, an MRFC and chief executive officer of Outlook Financial Center in Troy, Ohio, explains, "Robo-advisors are only useful for the investment part of a financial plan."
USA Today: If You Win the $1 Billion Mega Millions Jackpot, Here's What You Need to Know
“Don’t shout your win from the rooftop,” Rob Burnette, financial and investment adviser at Outlook Financial Center in Troy, Ohio, said.
Kiplinger's: Retirees, Make the Most of a Roth's Back Door
Wealthier investors, however, can still access these accounts indirectly through a backdoor Roth IRA. "This strategy gives a workaround for the Roth IRA income restrictions," says Rob Burnette, a financial adviser and tax preparer at Outlook Financial Center in Troy, Ohio.