Better Financial Health in 15 Minutes (or less!)

Ep. 121 What should you do with your tax refund?

March 28, 2024
Better Financial Health in 15 Minutes (or less!)
Ep. 121 What should you do with your tax refund?
Show Notes

In today's episode, Stacey discusses what you can do with your tax refund. As the federal tax deadline quickly approaches, many of us have already filed the 2023 tax return and perhaps received a refund. Stacey explains how a large tax refund might not always be the best fit for your finances, and how you can adjust your withholding, if necessary. She also details how to use your tax refund to improve your financial situation.

Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.