Everand Logo

Welcome to Everand!

  • Kiplinger

    5 Unexpected Insights from Your Tax Return

    by Julia Vanzler, CFP® CPWA® May 29, 2022 3 minutes

    With the 2021 tax filing deadline behind us, it may be tempting to put taxes out of sight and out of mind. But taking a deeper dive into your tax return can uncover some important insights and help you identify opportunities for optimal planning in the future.

    Now is the ideal time to review your current financial situation and consider changes for the year ahead. Here are a few of the most common areas to consider.

    1. Review Your Refund (or Tax Bill Owed)

    People often look forward to getting a refund because it feels like a bonus, but it’s not. It’s an overpayment of your own hard-earned dollars. Getting a

    You’re reading a preview, subscribe to read more.

    More from Kiplinger

    Kiplinger4 min read
    What If I Retired Today?
    Halfway through a long, rocky hike in the Great Smoky Mountains, I realized I was in over my head. Underprepared and overwhelmed, I felt done. Whether pushing ahead or turning back, I had 7 miles to travel. Just as I was questioning my life choices,
    Kiplinger5 min read
    As the Market Falls, New Retirees Need a Plan
    Anyone newly retired or nearly so must feel like they have the worst timing in the world. A portfolio tends to be largest near retirement, just before those savings are about to be drawn down. These days, however, most portfolios have lost value; the
    Kiplinger5 min read
    4 Steps for Managing Income Withdrawals in Retirement
    If you’re like most Americans nearing retirement, you’re worried about whether you have enough savings. In fact, only 22% of those approaching retirement believe they’ve saved enough to retire comfortably. At a time when the stock market is down, inf

    Related Books & Audiobooks