Tax season is over, and that means that tax refund season is beginning! Before you spend that bonus check, take a moment to think about how it can benefit you in the long run. Whether you want to build savings, pay off debt, or invest and grow your retirement fund, your refund is a chance to strengthen your financial future.
Here are some strategies for handling your refund wisely.
If you don’t have at least six months' worth of expenses stashed away, use your refund to get closer to that goal. An emergency fund is a must, and a refund can be the savings boost you need to best prepare for the unexpected. To learn more about the importance of building an emergency fund, click here.
Struggling with debt? Whether it’s student loans or credit card payments weighing you down, helping relieve debts can support your financial AND mental wellbeing—and your tax refund can help you get ahead! Start by paying your highest-interest debt first and then moving on to additional outstanding debts from there.
Whether it’s a down payment on a home, an upcoming major expense or a vacation, grow your refund with a BridgeBuilder High Yield Savings Account! This account ensures your money grows while you plan. Click here to get started.
As a dog mom to two adorable pups, it is important for me to be prepared for anything. Building an emergency fund has helped our family through unexpected vet visits and treatments and offers peace of mind knowing that if anything unusual occurs, we have financial support available. Before treating yourself to another fancy dinner, consider you or your family’s needs and let your tax refund support you, your way. And if you feel that you’re in good shape, then enjoy that fancy dinner and don’t forget dessert!
Category: Saving & Investing Money
Need a smart strategy to save on essential school supplies? Planning your dream vacation or gearing up for the holiday season? With a club account, you can save for essential school supplies, exciting vacations, and joyful holiday celebrations, making your financial goals more attainable and stress-free.
Now is the moment to turn your attention to your tax obligations. With less than 60 days remaining until the tax deadline now is a good time to prepare your documents and file.
February is Financial Aid Awareness Month, making it the perfect time to explore ways to help your college-bound student manage their expenses and understand their loans.
Tax season is over, and that means that tax refund season is beginning! Before you spend that bonus check, take a moment to think about how it can benefit you in the long run. Whether you want to build savings, pay off debt, or invest and grow your retirement fund, your refund is a chance to strengthen your financial future.
Here are some strategies for handling your refund wisely.
Saving money can feel overwhelming, especially when there are multiple goals to achieve. Whether it’s a short-term goal like a vacation or a long-term goal like buying a home, having a plan can make all the difference.
Spring has sprung and that means it’s time to review your finances! There’s really no bad time to do a money check-up, but why not tack it on to your regular spring cleaning routine? Here are some steps to take to make sure your finances are in order.
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Summer is right around the corner! Before you know it, you’ll be running through sprinklers and complaining about the humidity. You may also be taking a vacation. That means the time is now to figure out ways to make the trip more affordable. Here are some ways to save on summer vacation: