Andrew S. PerriFebruary 24, 2022

Tax season is underway and it’s shaping up to be a little more complicated this year: the average refund is expected to be smaller and returns may be arriving later due to a backlog at the IRS. 

As we continue to recover from the pandemic’s effects on the economy and our individual finances, you may be facing some complicated situations or a backlog yourself. 

Whatever questions you have, know you’re not going through it alone. A problem shared is a problem halved. Together, we can tackle each issue you’re up against – whether it’s concerns about your return, an aging parent, or even strategies around how best to save for more of life’s unexpected changes. 

Even the most complicated situations can be simplified into actionable next steps. And I can be a great resource for you – as can the information in the articles below. Reach out and let’s talk about it.

Many Americans Will Be Getting Smaller Tax Refunds This Year. Here’s Why.

Stock Market Selloff Looks Unfinished, And That’s Promising

New Research on Budgeting for Retirement

More Trouble for a Troubled Market

Why You Should Open A SEP IRA To Lower Your 2021 Taxes

Click here to listen to the podcast: The Future of Financial Services