Ready to file your 2019 taxes? (Or not?) Don’t stress: Here is my roundup guide to help the filing process be a little less painful: Know Your Limits Do you know where you fell last year on the tax brackets? If not, you can find the 7 brackets here via the IRS website. Here are some other limits you might need to know: The 2019 standard deduction is $24,400 for married filing jointly, Continue Reading
How to Responsibly Give Money to Family
Helping your family members out financially can be treacherous ground if you don’t navigate it properly. There is plenty of opportunity for resentment and guilt to grow, but it could also be an act of love and assistance that will leave both parties feeling appreciated. Whether you’re helping your parents cover medical bills or giving your recently graduated sibling some money to get started, Continue Reading
2020: Financial Goals for a New Decade
The twenties are back! And with them comes a chance to look at the upcoming decade and map out some long-term financial goals. What will your life look like 10 years from now? Where do you hope to be by 2030? The start of a new decade is an excellent opportunity to look not only at the upcoming year, but also at your long-term goals and what you hope to accomplish over the coming decade. One of Continue Reading
Should You Refinance Your Mortgage?
When interest rates are competitive, it could be a good time to refinance your mortgage. This is especially true if rates were a bit high when you first purchased your home. But there are some caveats to think about before committing to a mortgage refinance, so plan carefully. Why Refinance? Maybe you bought your house when interest rates were higher, or your credit is much stronger today Continue Reading
Smart Ways to Give Money Gifts
The holiday shopping season is in full swing! One gift that pretty much everyone on your list is guaranteed to appreciate is money. But if you want to put in more effort than just stuffing a couple of bills in a card, I have some ideas to help you jazz up your money gifts this year. Here are my top picks for money gifts that your friends and family will love: Money Gifts for the Kids An Continue Reading
Year-End Money Checklist: 2019
The end of 2019 is here already, and with just a month to go, there are some simple things you can mark off your money checklist to set yourself up well for 2020. Prepare for the year ahead with these tasks, and you’ll feel a lot more confident when you ring in the new year. 1. Money Checklist for the End of the Year – Max Out Retirement Accounts Maxing out your retirement accounts is a good Continue Reading
Katie Brewer, CFP® Has Been Named as One of D Magazine’s “2019 Best Financial Planners in Dallas”
DALLAS AND FORT WORTH, TEXAS | NOVEMBER 15, 2019 Katie Brewer, CFP® has been named as one of D Magazine’s “2019 Best Financial Planners in Dallas” for the fifth year in a row. Katie Brewer is the owner of Your Richest Life, a fee-only financial planning company helping mid-career physicians, attorneys and other high-income earners take charge of their financial lives. This distinction is Continue Reading
Natural Disasters: Prepare Your Family and Help Others
The Dallas, TX tornado and devastating California wildfires are the most recent reminders that disaster can strike anywhere, at any time. Rebuilding after a natural disaster is expensive on so many levels. That’s why it’s so important to be prepared yourself, and to know how to best help communities and individuals as they rebuild. Natural Disasters Preparedness for Your Family Too often, Continue Reading
Financial Considerations for a Stay-at-Home Spouse
In roughly 30 percent of all married couples in the U.S. with children under 18, one parent stays home. And while we place a lot of emphasis on the benefits, financial plans and insurance considerations that people in the workforce should have, there’s more of a gray area for the stay-at-home spouse. In most cases, the spouse that stays home is under the umbrella of their spouse’s benefits. Continue Reading
Should You Accept a New Job Opportunity?
Whether you’ve been searching for months or received it out of the blue, a new job opportunity can bring a lot of exciting changes to your life. But enticing as moving to a new city or making more money might be, sometimes these factors cost more in the long run than what they’re worth. When you’re weighing the important decision of whether or not to accept a job opportunity, make sure you look Continue Reading
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