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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.

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Our Tax Experts Join Us

In this video, Rob along with tax expert Greg Porcaro discuss how things have changed as a result of the pandemic, how your taxes may be affected as a result of government-issued stimulus checks and unemployment pay out.

Topics Discussed:

  • How has the pandemic affected how we file taxes?
  • Can you still receive a stimulus check?
  • Are you subject to paying taxes on your stimulus check?
  • What is the PPP loan and what is the current status of it?
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.

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

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