Financial Fridays on Everyday Northwest
Financial Fridays
FINANCIAL EDUCATION FOR EVERYDAY PEOPLE
Financial Fridays is Trailhead’s monthly financial education segment featured on Everyday Northwest where we provide practical money tips for Portland-area residents.
Tax Season Tips
As tax season approaches, we have tips and resources to help you optimize your tax situation.
Key Takeaways:
- Tax season is a chance to strengthen your financial future, not just file paperwork.
- Many people overpay taxes by missing benefits, credits, and deductions they’re already eligible for.
- If you owe taxes, filing on time and making a plan can help you avoid penalties and costly borrowing.
- Refunds work best when used intentionally—save first, pay down debt, then enjoy a small reward.
Budgeting for the New Year
The beginning of the new year is the perfect time to reset your budget and set some new goals.
Key Takeaways:
- Budgeting isn’t about saying no. It’s about saying yes to what matters most.
- Automate your success by setting up automatic transfers into your savings account.
- Look for quick wins like cutting unused subscription services.
- Use budgeting tools withing digital banking, like Insights Money Manager.
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