Tax Refund or Bonus


Spring always makes me think of cleaning and money.

No really, either you are preparing to complete your tax return for a refund or extending your return because you owe.

Or the other spectrum. A lot of employers pay out annual compensation increases and bonuses around this tie of the year.


Like the famous rapper, Cardi B said

But nothing in this world that I like more than checks (Money)
All I really wanna see is the (Money)
I don’t really need the D, I need the (Money)

What happens when the money doesn’t come?

What happens when you lose the person that was the breadwinner?

What happens when you need to learn how to come up with a different plan?

What is the backup plan? It’s all good questions.

Some of my clients have told me one of the more challenging things that caused pain after the death of their spouse was the new financial circumstance.

Time is now to have a plan of action.