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Making the Most Out of Your Tax Refund
For most people, a tax refund feels like free money. An unexpected bonus that’s all too easy to spend. But from a long-term perspective, this money can be an opportunity to improve your overall financial wellness. Here are some forward thinking ways to use your refund:
- Start an emergency fund
- Consider paying down high interest debt- like credit cards, student loans and personal loans
- Boost your retirement savings
- If you have children, you may invest in a 529 colleges savings plan
- Save it for a specific goal- like buying a house or taking a vacation
- Buy something fun! Just be careful not to overspend
For more details, view the short CAPTRUST video by clicking here.
To schedule your one-on-one appointment with CAPTRUST , click here.
Five Quick Tips to Clean Up Your Financial Life
It’s spring cleaning season! Take this opportunity to clean up and simplify your life. These five quick tips can help.
- See how your longevity will impact what you need to save- April was Financial Awareness Month. Take some time to learn more about your personal finances and retirement planning
- Check in on your old accounts- 20% of Americans have inactive retirement accounts. Is it time to roll it over into your workplace retirement plan?
- Focus on Debt Reduction- too much high interest debt can eat away at your monthly income and long- term financial goals
- Create (or refine) your budget- set a budget and stick to it
- Get help when you need it- whether in-person or over the phone, TIAA is here to help.
For TIAA’s full article, click here.
To schedule a one-on-one appointment with a TIAA Financial Consultant, click here.
Engagement Corner
TIAA: Help boost your financial know-how with TIAA’s live webinars — see the flyer below for topics and dates. To see currently scheduled live webinars or previously recorded on-demand webinars, visit www.tiaa.org/webinars2025.
