This quick questionnaire will help determine whether you should save or spend your refund check! Fill it out and you could win a tax-time treat ... your return times two!
Did you get a tax refund?
Take the first step towards achieving your financial dreams by putting together a financial plan.
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Fabulous! What's the estimated amount of your tax refund?
Did you have credit card debt?
About how much do you owe on your credit cards?
We recommend you use 100% of your refund to pay off your credit card as having debt is the number one financial stress. To help create a financial plan,
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First, we recommend you pay off 100% of your credit card debt. Next, think about life insurance.
We recommend you pay off 100% of your credit card debt. Next, put together a financial plan and be one step closer to achieving your financial dreams!
Click here to set up an account and meet Sophie, SimpliFi's virtual financial advisor and your new figure-conscious friend! Already a member?
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So, what's your estimated annual income?
Did you have life insurance?
How much life insurance do you have?
Based on your income, we'd recommend you buy $
0.00.
Contact our partners,
Mensh Insurance, to get your free quote. We also suggest putting together a financial plan.
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Based on our calculations that's
perfect!
Based on your income, we'd suggest purchasing between $
0.00 and $
0.00.
Contact our partners,
Mensh Insurance, to get your free quote. We also suggest putting together a financial plan.
Click here to set up an account. Already a member?
Login above.
Next question, do you have additional savings for a rainy day...in other words, an emergency fund?
Based on your income, we'd recommend you set aside at least $
0.00.
We also suggest putting together a financial plan.
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How much is in your rainy day fund?
Great, you're saving-savvy! Have you put together a financial plan to forecast your spending?
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Good start! We recommend you set aside an additional $
0.00.
We also suggest putting together a financial plan.
Click here to set up an account. Already a member?
Login above.
