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Your Monthly Round-Up of Financial Planning Tips
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FINANCIAL PLANNING 101
 

APRIL 2019

Whether you're transitioning through a significant life change, creating or revisiting your financial plan, or determining how best to use your tax refund, a CFP® professional can help you navigate a wide range of tax planning scenarios.
 


Your understanding of your tax refund affects how you treat it. Learn how to avoid emotional money mistakes related to anticipating a tax refund.​
 

Tax refunds…big or small, we love them all. But like any financial windfall, the challenge is to balance having fun with being wise when deciding just what to do with it. Read more...
 

Tax season is a stressful time that seems to become more complex each year. Here's one way you can minimize anxiety and avoid surprise bills and penalties.
 

Tax season doesn't have to be a headache. Here's how to turn tax season into a financially sound future.
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