Around the Corner ©: The Tax Refund Lotto

So you have filed your federal income taxes, or are preparing to do so by the deadline (April 15^th), which is - around the corner.    Think about what you plan to do with your refund.  Think about how that sum of money plays into your overall Spending Plan.  It’s not free money.   It’s not a lottery you won, so don’t blow it like you might – you know the saying “easy come, easy go,” because you worked hard for your money.   Think of this pot of money as being able to:

Moving Forward...

Erratum:  Hello, just wanted to correct an error I noted in the post.  Below I referred to a 1098-T form, that is actual the Tuition Statement form.  The Student Loan Interest form is a 1098-E. 


Happy New Year to you.....   So hopefully you had a grand old time during the holidays, had fun with family and friends.  Ate all the holiday favorites and resigned yourself to taking the weight off in January... well January is here, and while you work on your weight loss or any other promise, take a few minutes to start pulling your tax input documents together to ensure that you leave no tax dollars on the table.  Here are a few that folks often either forget,