• Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact
  • Skip to main content
Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

Find Out How We Can Help
  • Home
  • About
  • Services
  • Resources
  • Videos
  • Client Access
  • Contact

Talking with a Tax Pro

The COVID-19 pandemic has thrown many of us for a loop and created financial uncertainty for many people. However, with the second stimulus check coming through to many bank accounts, some still have more questions than answers regarding how they should be handling it all. In this video, I speak with tax professional Greg Porcaro from Otrando, Porcaro, & Associates and ask him some of the biggest questions you might have at this time.

Topics Discussed:

  • Details of the second stimulus check
  • Unemployment benefits
  • How self-employed and small business owners can be proactive
  • Which stimulus checks impact tax credits
  • What paid sick leave means during COVID-19

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

Subscribe to receive the latest videos from my Fox Providence segment "Successful Living" right to your email inbox.

Get in Touch

378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

© 2023 Balanced Wealth Management

Disclosure | Terms of Use

Quick Links

  • Introductory Consultation
  • Client Access
  • Table of Fees