Tax Refund

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Invest In Your Retirement

No one has ever been guilty of saving too much for retirement!

WBZ NewsRadio 1030–03/13/2013

Refund Money, Taxes, Contributions

Don’t Spend That Tax Refund, Get Rid Of Debt!

The average taxpayer’s refund this year will be around $3,000 this year. This is not a windfall!

WBZ NewsRadio 1030–03/11/2013

The Magic Kingdom, Disney Parade, Castle

Show Me The Money: Do Something For Yourself

There is nothing wrong with treating yourself and your kids and creating some memories for everyone.

WBZ NewsRadio 1030–03/16/2012

Cash, Million Dollars, Currency, U.S. Dollar

Show Me The Money: Invest In Your Retirement

Retirement planning should start with your first job but it doesn’t for most people!

WBZ NewsRadio 1030–03/15/2012

Credit Card Holograms

Show Me The Money: Less Debt

Almost 75% of taxpayers get refunds. If you’re the average taxpayer your refund check could be around $3,000 this year.

WBZ NewsRadio 1030–03/12/2012

State Street

State Street Bank To Receive $885 Million Tax Refund

A Boston-based bank that needed a bailout a couple of years ago is now getting a significant tax refund.

04/14/2011

Money Matters – Show Me The Money: Invest That Refund In Your House

Your home may be the largest asset you own!

WBZ NewsRadio 1030–03/25/2011

Money Matters – Show Me The Money: Less Debt

Almost 75% of taxpayers get refunds. If you’re the average taxpayer your refund check could be close to $3,000.

WBZ NewsRadio 1030–03/21/2011

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