Close to half of U.S. investors assess their financial situation during tax season, according to a new survey.
The survey by Charles Schwab of more than 1,000 investors found that 46% of them said they focus on their overall wealth and financial situation when having their taxes prepared. About 41% of investors with a financial plan are “extremely confident” when preparing their taxes, compared to 25% without a plan. More than half (59%) of those surveyed expect to receive a federal tax refund this year.
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