<p>Today I met with Rick and discussed the pros and cons of choosing to plan for a tax refund, or expect a tax bill instead!</p>

Today I met with Rick and discussed the pros and cons of choosing to plan for a tax refund, or expect a tax bill instead!

Taxes-To Refund, or Not to Refund?

Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. 


I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. 


Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!

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Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!

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Taxes-To Refund, or Not to Refund?

Taxes-To Refund, or Not to Refund?