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You are here: Home / Archives for tax refund

How to Use Your Tax Refund in 2022

April 5, 2022 By Katie Brewer

If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending If you received a tax refund, then you might already Continue Reading

Filed Under: Tax Tagged With: tax refund, taxes

Tax Tips for Easier Filing

March 11, 2019 By Katie Brewer

Nothing says “happy spring!” quite like tax time. If that looming April 15th deadline gives you a headache, you’re not alone. But it doesn’t have to be so overwhelming. The best way to tackle your taxes is to take them one step a time. Here is a roundup of my top tax tips to help you cruise through tax season a little easier: Gather Your Documents Whether you’re doing taxes on your own or Continue Reading

Filed Under: Tax Tagged With: filing taxes, lower tax bill, refund, save money on taxes, tax refund, tax tips

Tax Refund Mistakes and How to Fix Them

April 3, 2018 By Katie Brewer

Tax refund mistakes

It’s nearly the official tax deadline, which means you will soon have your tax refund in hand. A tax refund can be a nice boost to your savings or debt payoff, and it can even pay for a little fun. Whatever you decide to do with your refund, it’s important that you make a plan for that money. Otherwise, you could end up using it to fund random purchases you’ll regret down the road. Keep Continue Reading

Filed Under: Tax Tagged With: refund, tax refund, tax season

Your Tax Refund: How to Use It

April 26, 2017 By Katie Brewer

Your tax refund

  Another tax season has come and gone, and if you're receiving a tax refund, you may be wondering what to do with it. First of all, if your refund seems too large, you might want to check your withholdings. That money could be better spent throughout the year. If you've had any major life changes - marriage, divorce, new baby, new job - make sure your W4 reflects that. The same Continue Reading

Filed Under: Investing, Tax Tagged With: tax refund, tax season, taxes

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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