Posts tagged savings plan
Episode 40 - Big Tax Refund? Surprise Bill? Here's What to Know
Episode 40 - Big Tax Refund? Surprise Bill? Here's What to Know

You filed your taxes. And now you’re either breathing a sigh of relief… or wondering why you owe more than expected.

CPA, Certified Financial Planner™, and host Deb Meyer shares top lessons from the 2024 tax season, especially for busy parents and small business owners. If you got a refund, you’ll learn how to make the most of it. Deb explains why it might not be your tax preparer’s fault and how to plan better next year if you owe.

Plus: a simple framework to help you decide what to do with any financial windfall — from tax refunds to bonuses or unexpected gifts.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, tax season, financial strategy, timely payments, owing taxes, large tax refunds, withholding, tax professional, small business owner, S-Corp operator, debt management, snowball method, avalanche method, spending, charitable contributions, tax deductions, matching donation programs, savings plan, emergency fund, proactive planning, consulting, complex tax situations, debt repayment, economic uncertainty, financial empowerment, enjoyable experiencesComment