Money Monday: Your tax returns can help you create a financial plan

Money Monday: Your tax returns can help you create a financial plan
Money Monday: Your tax returns can help you create a financial plan

The 2021 tax season officially ends Monday, May 17 at midnight, but experts are encouraging people not to simply “file and forget.”

What you have in your hands with your return is much of the information you’ll need to either make or change your financial plan.

Watch the video above to learn more.

The American Institute of Certified Public Accountants has an entire suite of free financial planning resources. Visit their website here to learn more.


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About the Author:

Rod Meloni is an Emmy Award-winning Business Editor on Local 4 News and a Certified Financial Planner™ Professional.