Office Hours: What Should I Do With My Tax Refund?

March 16, 2023

In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?”

There are plenty of ways to answer this question: spend it, invest it, save it… But Eric’s #1 piece of advice is not to have one at all.

Have a question? Tweet it to us at @BrotmanPlanning or post it on our Facebook and it may be used in a future episode of Office Hours!

Visit http://www.dontretiregraduate.com for a full transcript of this episode.

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The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

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Office Hours: What Should I Do With My Tax Refund?

Brotman Media Group

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