Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Archives for new year prep

The Year End Financial Data You Need

December 8, 2023 By Katie Brewer

On top of the very busy holiday season, the end of the year also comes with many deadlines for your finances. One way to make checking off your to-dos a little easier is to gather all of the financial data and information you need ahead of time, so you’re not left scrambling the last few days of December. Year End Financial Data: Look into your Flexible Spending Account (FSA) balance FSAs come Continue Reading

Filed Under: Holidays Tagged With: end of the year, financial data, new year, new year prep

Let’s Connect!

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

Connect with Your Richest Life

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

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.

Disclosures and Forms

2025 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
500 N Central Expy, Ste 500, Plano, TX 75074

[footer_backtotop]

Copyright © 2025 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in