Spend Some, Save Some - Publication of the Week →

Spend Some, Save Some is a financial education guide published by CFED. The free, easy-to-read guide (available in English and Spanish) walks VITA clients through some important things to consider when they receive their refunds to help them make the most of the money they expect to receive. The guide and the included Savings Plan Worksheet can help taxpayers:

• Recognize the value of using the tax moment to contribute to their short- and long-term savings goals
• Make decisions about how to use their refunds for spending on “must-haves,” saving for the future and spend on “nice-to-haves”
• Get connected to resources like U.S. Savings Bonds, College Savings Accounts, additional tax credits like the Saver’s Credit, Individual Development Account programs and Bank On campaigns

Read more about Spend Some, Save Some at the CFED blog. The page also includes a link to the spanish version of the guide.