High Level Wealth Management

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Tax Refunds Feel Good but Could Be a Sign of Poor Planning • Wealth Insights • High Level Wealth Management 12/27/2022

As another year comes to a close, it will soon be time to prepare your income tax return. Many taxpayers will be anticipating a tax refund this year, and while seeing a large deposit hit your bank account feels great in the moment, did you know that consistently receiving tax refunds could actually be a sign of poor tax planning?

Our latest Wealth Insights article discusses why repeatedly receiving tax refunds can be problematic and the simple tax planning steps that can be taken to improve your financial outcomes over time.

https://www.highlevelwealth.ca/insights/tax-refunds-feel-good-but-could-be-a-sign-of-poor-planning/

Tax Refunds Feel Good but Could Be a Sign of Poor Planning • Wealth Insights • High Level Wealth Management Tax Refunds Feel Good but Could Be a Sign of Poor PlanningDecember 23, 2022|Financial Planning| View Larger Image As another year draws to a close, we will soon be turning our attention to our clients’ tax returns. For many, the recurring annoyance of gathering documents and preparing a tax return...

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