saving, tax refund · March 26, 2025
Smart Ways to Use Your Tax Refund
It’s that annual time of year when many of you will be receiving a tax refund. So it is also that annual time of year when I encourage you not to blow it.
emergency fund, financial independence, financial planning, financial security, roth IRA, saving, tax refund · January 10, 2024
How You Can Make 2024 Less Stressful
The recent economic news that inflation has now slowed down is indeed great news, but it doesn’t erase all the pain that sharply rising prices in 2021 and 2022 have caused.
emergency fund, roth, tax refund, tax return, taxes · March 8, 2023
My 2023 Tax Refund Challenge
It’s that time of year again when I know many of you will be receiving a federal tax refund. And some may also be in line for a state refund as well.
IRA, saving, tax refund · March 23, 2022
How to Boost Your IRA Contributions
A recent report from Fidelity reported that among its clients with an Individual Retirement Account (IRA) the average annual contribution has been around $4,100 to $4,300 for the past few years.
investing, tax refund, tax return · February 23, 2022
What To Do With Your Tax Refund
I know that many of you are going to receive refunds on your federal tax return, and possibly your state return as well when you file your 2021 returns.
scam alert, stock market, stocks, tax refund · June 12, 2021
Podcast Episode – One Thing You Should Never Do
Today, we go to Suze School and learn about the dangers of getting a tax refund and what’s going on with BitCoin. Plus, the latest on the Stock Market and a lesson on why Series I Bonds are great.
debt, emergency fund, financial advisor, retirement, tax refund, taxes · March 12, 2020
Getting a Tax Refund? Don’t Blow It.
Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.
tax refund, tax return, taxes · April 11, 2018
The One Move You Must Make This Year with Your Tax Refund
Okay people, it’s that dangerous time of year. In the next month or so I know many of you will be receiving refunds on your federal tax returns, and some of you may also be in line for a state…
tax refund, tax return, taxes · February 28, 2018
Spring into Great Savings
You could have a great opportunity to boost your financial security in the next few weeks. Two developments could mean some extra money is landing in your bank account.
tax refund, taxes · January 3, 2018
What You Need to Know About your 2018 Taxes
Unless you were completely tuned out at the end of last year, you know that Congress passed a controversial bill that upends all sorts of tax laws. Controversial because the biggest benefits go to