Be smart with your extra cash!

Fun Facts:

#1 Money is the number one cause of stress in America.

80% of Americans will receive a tax refund, averaging $2800

40% of Americans would have trouble coming up with $2000 in a emergency.


Tax refunds and bonuses give you more money than you would normally have. Still, Americans in good financial standing will put less than a third of their refund into savings.


Do you have $2000 in savings?


10% toward yourself.

20% towards paying down debt.

70% towards savings.


30% towards yourself

20% towards savings

50% toward paying down debt.

Open a savings account with your refund or bonus and start working towards financial confidence today.

Call me for a referral to a financial planner today 704-345-7218 or contact me at

Happy Saving!