CFO Corner Week 11: File Your Taxes & Plan Your Refund

Tax season is here  -  and this week on CFO Corner, we're making sure you're ready. In this episode, Meghan walks you through a mid-March tax season checkpoint: confirming you have everything you need to file, your options for actually getting it done, and  -  most importantly  -  deciding what your refund is for before it hits your account. Here's what we cover: The key tax documents you should have by now (and what to do if something's missing) Your filing options  -  software, CPA, or free filing  -  and why filing early is always the move Four smart ways to use your tax refund: pay down debt, boost savings, invest it, or planned spending A quick strategy tip if you consistently get a large refund 🎯 This week's action: Decide what your refund is for right now  -  before it arrives. Write it down. Give it a job. 📋 Resources mentioned: TurboTax: https://refer.intuit.com/meghanlpartridge What to Do With Your Tax Refund (blog post): https://www.liveyourmoneystyle.com/post/what-to-do-with-your-tax-refund What to Do If You Win the Lottery episode: https://liveyourmoneystyle.podbean.com/e/winning_the_lottery/ Budget Blueprint Workshop: https://yourmoneystyle.myflodesk.com/budgetworkshop Read the full Show Notes Here!   Thanks to our sponsor:   Rakuten   Thanks for tuning in and come back each week for a brand new episode! If you liked the episode, don’t forget to hit subscribe, rate & review! Check out our FREE Newsletter to get all of our latest advice and freebies!   Connect with us on Instagram @your.money.style Visit our website for articles, resources, and more at www.liveyourmoneystyle.com