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You are here: Home / Archives for end of the year

2022 Inflation and End-of-Year Prep

September 12, 2022 By Katie Brewer

September is here, which means it’s time again to start thinking about end-of-the-year expenses, savings and to-dos. But this year, things are a little different. Due to high levels of inflation, market turbulence and global issues, your year-end checklist might require some additional prep and planning. 2022 Fall and Winter Travel Prep Higher costs of fuel, personnel shortages and overall Continue Reading

Filed Under: Economy Tagged With: 2022 inflation, end of the year, inflation, year end prep

End of the Year Money Moves

December 26, 2018 By Katie Brewer

With New Years only days away, there is still time to make some smart end of the year money moves to set you up well in the new year. Here are some steps you can take to get your finances on track before 2019: 1.  End of the Year Money Moves - Prepare for Tax Season Tax season probably isn’t on your mind much yet, but now is the perfect time to save yourself some money come April. Here’s a Continue Reading

Filed Under: Career & Lifestyle Tagged With: end of the year, new years, year end money moves

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Katie Brewer - Certified Financial Planner

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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