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Year-End Money Checklist: 2019

November 26, 2019 By Katie Brewer

year end money checklist

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

Filed Under: Financial Planning Tagged With: goals, money checklist, new year

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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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