The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
Henley Advisors, LLC & Henley Financial Group, LLC
Bill Henley Jr, MBA,CFP®,CLU®
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40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI
Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI
43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI