Should You Receive a Tax Refund?

Every spring, a buzz about tax refunds fills the air. It’s no surprise; the idea of receiving money back from the government tends to spark excitement. When I join client meetings, the tax refund conversation often revolves around two main themes: how clients plan to spend their refunds or how...

Addison Adelberg, CFP®, FPQP™

May 13, 2024

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