March 3 is Financial Wellness Day at the Free Library

Financial Wellness Day

Tax season is the perfect time to check on your financial health.  Many of us will be getting a tax refund this spring.  Before you decide what to do with that money, it’s a good idea to take a look at your big picture.  Are you carrying high-interest credit card debt?  Do you have a savings fund set aside for emergencies?  Is there a special goal you’ve been working toward?  

Whatever your situation is, Clarifi can help.

Saturday, March 3 from 9 am to 3 pm we’ll be at the main branch of the Free Library of Philadelphia’s main branch at 19th and Vine Streets at a special event organized by our partners at Campaign for Working Families, Inc. 

CWFI will have a team of IRS-certified tax preparers on hand, to help eligible people (households with $54,000 or less in annual income) get their taxes done FREE of charge.  Anyone who attends will have the chance to talk with Clarifi staff about the work we do helping people make the most of their tax refund, and develop a strong money plan for the rest of the year. While there, you can set up an appointment for a free, one-on-one session with one of our certified financial counselors.  

Clarifi counselor Liam Fleming has been helping clients at the CWFI tax prep site at 15th and Walnut since January.  His role is to meet with people who are coming in to get their taxes filed, review their current credit score, talk about their money goals and challenges, and help set them on the right path for the rest of 2018.

Fleming says Financial Wellness Day is about “promoting a lifestyle of good financial habits.”

“Kind of like preventative medicine,” he says, “good financial habits and awareness can help prevent catastrophe.”

On Financial Wellness Day you’ll lots of helpful information and resources from partner agencies across the city, including our friends at Uplift Solutions, who specialize in healthcare and nutrition.

Click here to learn more - including what to bring if you plan to get your taxes done.    

And if you can’t make the event on March 3rd, you can still get your taxes done free at 24 CWFI locations throughout the region.  Clarifi has financial counselors at CWFI “super sites” in Center City, North Philadelphia, and Northeast Philadelphia several days each week.  Click here to learn more.