Tip of The Month: Tax Season

Posted: March 22, 2024

Tax season is upon us once again! This means that some may be expecting a refund from the government. While a tax refund might feel like a nice influx of unexpected cash, it is important to remember that it is your earned income, rather than a “bonus.” Ideally, you would take steps to minimize your refund so you’re able to utilize more of your income during the year instead of paying excess tax dollars. However, if you do get a decent refund, you should use it or save it in a way that aligns with your financial goals and budget.

For informational purposes only, and not intended as advice. Please consult a tax professional for guidance on your specific situation.

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