When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately.

But there are ways that you can use your refund to your advantage.

 

1.     Build Your Emergency Fund

If your emergency fund is low, consider using your tax refund to beef it up. Most experts

recommend having at least three to six months of expenses saved.1 But over half of Americans have less than three months in emergency savings, while a quarter doesn’t have an emergency fund at all.2 A normal savings account can suffice for keeping your emergency savings safe, but a certificate of deposit (CD) can also be a good option if you’re searching for a higher interest rate savings vehicle and don’t need the money prior to the CD’s maturity date. Read more

Contact Information

Address

3501 N. Causeway Blvd, Suite 420
Metairie, LA 70002
Get Directions

Phone

Office: 504-832-3006
Toll-Free: 866-553-3006
Cell: 504-258-7929

Fax and Email

Email Roland
Fax: 504-832-3031

Appointments are available in 30 minute timeslots.

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Doubleday. Cambridge does not provide tax advice.

This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, ID,  LA, MD, MS, NC, NJ, NY, OH, SC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Doubleday makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Copyright © 2022
Doubleday Financial