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