Lifestyle

What Is the Optimal Tax Refund Amount?

Tax season often sparks conversations about refunds—whether it’s bragging rights over who got the biggest one or complaints about having to pay the IRS. But what if there’s a “perfect” tax refund amount? Is there an ideal figure you should aim for when it comes to getting money back from the government? Let’s dive into why finding the right balance matters and how you can set yourself up for financial success year-round.Why Do People Receive Tax Refunds?A tax refund happens when you’ve paid more taxes throughout the year than you actually owe.

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Bucket Investment Strategy: The Importance of a Strong Bucket #1

When it comes to retirement income, there are many different techniques and strategies you can employ. In a previous blog, Managing Market Corrections & Retirement Income, Senior Wealth Advisor Mike Gertsema laid out our philosophy of bucketing and how it can be used to produce income while also allowing a portfolio to participate in growth in the markets.According to the RIMES data company, the Standard & Poor’s 500 Composite Index (S&P 500) from 1948-2017 has experienced a 20% or more correction about once every 6.3 years.

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NoMO Litter April

Very few things will get an outdoor enthusiast as angry as being faced with someone’s litter, or trash if you will. We have all experienced it, walking on our favorite trails, visiting our favorite parks or other natural areas, and coming face-to-face with garbage.

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What Is the Optimal Tax Refund Amount?

Tax season often sparks conversations about refunds—whether it’s bragging rights over who got the biggest one or complaints about having to pay the IRS. But what if there’s a “perfect” tax refund amount? Is there an ideal figure you should aim for when it comes to getting money back from the government? Let’s dive into why finding the right balance matters and how you can set yourself up for financial success year-round.Why Do People Receive Tax Refunds?A tax refund happens when you’ve paid more taxes throughout the year than you actually owe.

Read MoreWhat Is the Optimal Tax Refund Amount?