In The Media

Rob Burnette of Outlook Financial Center discusses seven ways to help you save money on WHIO-TV.

“Historically, tips were designed for services well performed," said Rob Burnette, chief executive and investment adviser at financial planning firm Outlook Financial Center in Troy, Ohio.

End-of-life expenses can be costly, but you don't have to pass those costs on to your estate or those you love. A good reason for seniors to have life insurance is to cover final expenses, says Lori Gross, financial and investment advisor at Outlook Financial Center in Troy, Ohio. Insurance makes it so you're "not leaving that burden on a loved one."

Here, Rob Burnette, CEO and investment advisor representative at Outlook Financial Center, discusses how Boomers can think about savings.

The upshot is that for many taxpayers, “the amount of taxable interest on savings accounts is small,” says Rob Burnette, a tax preparer at Outlook Financial Center in Troy, Ohio. But that’s not always the case. “For people that are highly risk-averse—many are older—then they will have a significant portion of their assets in savings accounts. Those numbers may be more noticeable.”

Lori Gross, an Investment Advisor Representative at Outlook Financial Center in Troy said, “Some employees will be furloughed, while others will be deemed essential. Those essential employees will have to work without a paycheck. It’s just a matter of how long the shutdown lasts,” Gross said.