Maximizing Your Tax Refund – Step 3

How should you maximize your tax refund?

STEP 1  Before You Spend It, Plan It
Planned money accomplishes far more than unplanned money! BEFORE you ever receive the money, you should have a plan.

STEP 2  Build the Wall
When you receive your tax refund, there are three different ways you can spend the money: save it, spend it (reduce debt), or invest it.

STEP 3  Fulfill Some of Your Dreams!
Since the word FUN is in the middle of refund, make sure to have a little fun and fulfill some of your dreams!

Your tax refund could allow you to be generous and bless others, have a fun day with your family, or contribute to funding a dream.

What dreams do you have? What will it take to accomplish them?

Here are some good questions to ask yourself to fire up your dreams again:

  1. What opportunities do you want to provide to my children?
  2. What trips do I want to take?
  3. Who do I want to bless? What do I want to bless them with?
  4. What type of house do I want to live in?
  5. Where do I want to live?
  6. What career(s) do I want to pursue?
  7. When do I want to retire?


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