Pillar Financial Group - Spokane

A tax refund can feel like free money—but what’s the smartest way to use it? Balancing fun with financial responsibility is key, whether that means building savings, paying off debt, or investing for the future. See how to make the most of your windfall: https://bit.ly/3D0Fls9

5 Best Ways to Spend Your Tax Refund Experts recommend leveraging that extra money to bulk up your emergency savings or pay down your debt.

Choosing when to claim Social Security can make or break your retirement. By claiming at age 62, people leave 30% of their benefits on the table, while waiting until 70 boosts benefits by 24%! See why waiting could add up to serious retirement gains: https://nyti.ms/48LfTSR

Opinion | Why Do So Many Americans Pass Up Bigger Social Security Checks? (Gift Article) It shouldn’t be so easy to leave benefits on the table.

Stocks rallied in May, with the S&P 500 hitting a new record high. Commonwealth director, fixed income, Sam Millette weighs in about why this positive momentum might continue and what risks to watch for in the months ahead. Don’t miss Sam’s insights: https://bit.ly/45f5ZY5

Looking Back at the Markets in May and Ahead to June 2024 What are the current market expectations for June? Sam Millette, director of fixed income, takes a look ahead in his latest update.

Even if you feel you’ve done a thorough job of managing your finances, there are common mistakes or blind spots you could be missing. Here are 5 money matters to double check: https://bit.ly/3UnyJde

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