Tax season is underway and it’s shaping up to be a little more complicated this year: the average refund is expected to be smaller, and returns may be arriving later, due to a backlog at the IRS.
As we continue to recover from the pandemic’s effects on the economy and our individual finances, you may be facing some complicated situations or a backlog yourself.
Whatever questions you have, know you’re not going it alone. A problem shared is a problem halved. Together, we can tackle each issue you’re up against – whether it’s concerns about your return, an aging parent, or even strategies around how best to save for more of life’s unexpected changes.
Even the most complicated situations can be simplified into actionable next steps. And I can be a great resource for you – as can the information in the articles below. Reach out and let’s talk about it.
Many Americans Will Be Getting Smaller Tax Refunds This Year. Here’s Why.
Feb. 22, 2022
Some taxpayers with children didn’t know that the tax credit money they were advanced last year…
Six financial personality types — which one are you?
Feb. 18, 2022
Hoarder? Splasher? Anxious Investor? Understanding your financial psychology could save you money
What Do Jalapeños Have To Do With Your Financial Plan?
Feb. 17, 2022
What do your spice tolerance and your risk tolerance have in common? They both are unique to each…
Stock Market Got You Worried? Write a D-Day Note
Feb. 18, 2022
With stocks down about 8% so far in 2022, instead of pointing fingers, take a cue from baseball…
Rates Are Rising. You Want a House. What Will Happen Next?
Feb. 22, 2022
It’s what you think you want most in the world. It costs more than nearly anything else you’ll ever buy.