How a Financial Advisor Spends Her Tax Refund

First of all, let’s review whether it’s smart to get a refund to begin with. Not really, and certainly not a sizable one. That’s letting the government take your money throughout the year, earn interest on it for itself, and then return it to you without even a thank you. Now, I don’t want to be swung on the other side too far and face owing a substantial amount either. The sweet spot is something that looks a lot like a non-event.