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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

Newsletter – December 2017

Open/Read Newsletter (PDF document) Topics in this Newsletter: Questions to Ask Before Buying That Thing You've Always Wanted Demographic Dilemma: Is America's Aging Population Slowing Down the Economy? It's Time for Baby Boomer RMDs! What can I learn from looking back on my financial situation in 2017? … [Read more...]

Filed Under: Newsletter

Newsletter – November 2017

Open/Read Newsletter Topics in this Newsletter: What You Can Do with a Will Managing Debt While Saving for Retirement Five Myths About Group Disability Insurance How much money should a family borrow for college? … [Read more...]

Filed Under: Newsletter

Newsletter – October 2017

Open/Read Newsletter Topics in this Newsletter: Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk Managing Debt While Saving for Retirement Examining the Taxpaying Population: Where Do You Fit In? Is the Social Security Administration still mailing Social Security Statements? … [Read more...]

Filed Under: Newsletter

Newsletter – September 2017

Open/Read Newsletter Topics in this Newsletter: For Women, a Pay Gap Could Lead to a Retirement Gap Life Is for the Living, and So Is Life Insurance Medicare and Your Employer Health Plan How do economists measure inflation, and why does it matter to investors? … [Read more...]

Filed Under: Newsletter

Newsletter – August 2017

Open/Read Newsletter Topics in this Newsletter: Working in Retirement: What You Need to Know Test Your Investing IQ Kickstart Your College Fund with a 529 Plan How do the economic milestones of young adults today compare with prior generations? … [Read more...]

Filed Under: Newsletter

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

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • Home
  • About
    ▼
    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
    ▼
    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
    • Newsletters
    • Forms & Worksheets
  • Blog
  • Contact
    ▼
    • Contact Us
    • Driving Directions
  • broker