In The Media

“You don’t want to have to eat ramen noodles in order to have Netflix,” says Lori Gross, a financial and investment adviser at Outlook Financial Center in Troy, Ohio.

"People would rather have their refund on time. If you've got $3,000 or $4,000 coming, an extra couple hundred bucks is not going to do much," said Rob Burnette, a financial adviser and CEO of Outlook Financial Center in Troy, Ohio.

“If you’ve got the availability to put more into your retirement savings, then by all means,” says Lori Gross, a financial and investment advisor at Outlook Financial Center in Troy, Ohio.

To rebuild some financial security, Rob Burnette, a financial advisor and CEO of Outlook Financial Center based in Troy, Ohio, advises clients to start with a month-to-month financial plan, laying out income and expenses.

“If you can’t get a copy before the due date of the return, file an extension to get additional time,” said Rob Burnette, CEO, financial advisor and professional tax preparer at Outlook Financial Center in Troy, Ohio.

“The returns these [free online filling] programs are good for are taxpayers that have a single or married filing joint status, W-2 income only and take the standard deduction,” says Rob Burnette, financial advisor and professional tax preparer at Outlook Financial Center.