CFED and Bank of the West have created a new financial education guide geared specifically to VITA clients. This useful guide, available in both English and Spanish, offers tips to taxpayers on spending on "must-haves" instead of "nice-to-haves," saving for short term and long term needs, and how to take advantage of U.S. Savings Bonds, College Savings Bonds, and tax credits to make the most out of their refund. It includes a helpful worksheet for taxpayers to write out their financial goals and make a budget for how they want to spend their refund. The guide is free to download and can be accessed at the CFED website.
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