If you either received or are expecting a tax refund, you may be feeling the temptation to splurge and enjoy the money immediately. After all, you worked hard for that money.
While enjoyable, is the splurge you are considering as valuable as investing in your future financial security? While everyone’s needs are different, consider some optional uses of your refund that may work for you:
Longer term planning generally requires a vision of where you'd like to be in the future? Do you have such a vision?
If you'd like to review the effect of any of the above choices on your financial situation, please reach out to a trusted financial adviser for additional assistance.
This is general information and should not be acted upon without first determining its application to your specific situation. Please contact us, your CPA or tax adviser for additional details.
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