2025 - ERB FINANCIAL

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You are here: Home / Archives for Erb Financial

Equifax Data Breach

If you were affected by the 2017 Equifax data breach you are potentially eligible for a monetary claim or credit monitoring service. The U.S. Federal Trade Commission warns everyone to be aware of scams & fake settlement websites and adds that you’ll never have to pay to file a claim for these benefits. And anyone who calls and tries to get you to file a claim is almost certainly a scammer. At this link – https://eligibility.equifaxbreachsettlement.com/en/eligibility  –  you can check … [Read more...]

Filed Under: Articles, Budget Spending Finance, Consumer Alerts, Scams/Fraud

2017 Year End Tax Alert

Open/Read 2017 YEAR END TAX ALERT (PDF document) … [Read more...]

Filed Under: Consumer Alerts, Erb Financial, Tax Topics

Taxpayers Who Receive an IRS Notice

Receiving a notice from the Internal Revenue Service is usually no cause for alarm. Every year the IRS sends millions of letters and notices to taxpayers. In the event one shows up in the mailbox, here are ten things you should know. OPEN/DOWNLOAD ARTICLE: Taxpayers Who Receive an IRS Notice … [Read more...]

Filed Under: Tax Topics

Worksheet for Self Employed

WORKSHEET: Self-Employment Worksheet OPEN/DOWNLOAD ARTICLE: Self-Employment Tax … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Rental Income & Expenses Worksheet

OPEN WORKSHEET: Rental Income and Expenses Worksheet OPEN/DOWNLOAD ARTICLE: Rental Income and Expenses … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Non cash Charitable Donation Tracker

OPEN FORM: Non cash Charitable Donation Tracker … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Mileage and Expense Log

Most employees and self-employed taxpayers can use this chart. Do not use this chart if the taxpayer’s home is the principal place of business. OPEN/DOWNLOAD: Mileage and Expense Log … [Read more...]

Filed Under: Forms & Worksheets, Tax Topics

Call: (585) 426-8190

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Retirement Savings Challenges for Women


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Recent Posts

  • Erb Financial: September Newsletter 2025
  • Boomer Homeownership and Retirement
  • How Has SECURE 2.0 Affected 401(k) Plans?
  • Life Insurance Might Help During Turbulent Economic Times
  • Planning for a Pricey Pet

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rochester erb financial
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rochester erb financial Check the background of this investment professional on
FINRA’s BrokerCheck

Securities are offered through [Ashton Thomas Securities, LLC] a registered broker/dealer and Member of [FINRA] / [SIPC]. Investment Advisory services are provided by Ashton Thomas Securities, LLC, SEC-registered investment advisers. Registration with the SEC does not imply a certain level of skill or training. Investing involves risks, including the potential loss of principal. Investors may lose more than their initial investment. Past performance is not indicative of future results. Though there are similarities among these services, the investment advisory programs, and brokerage services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. [Brokercheck] or [ATS|Adviser Check]

Certain individuals associated with Ashton Thomas Securities LLC may conduct securities business under a "doing business as" (DBA) name. These DBA names are used for branding or marketing purposes only and are not separate legal entities.

All securities-related business conducted under ERB FINANCIAL are offered through Ashton Thomas Securities LLC., and the use of ERB FINANCIAL does not imply any separate or independent status from Ashton Thomas Securities LLC.

Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. Ashton Thomas Securities, LLC, does not provide legal or tax advice. This Site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly licensed and registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.

Check the background of the investment professional at [Brokercheck].

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