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You are here: Home / Archives for quarterly taxes

Check These Spring Financial Tasks Off Your List

March 23, 2021 By Katie Brewer

spring tasks

Taxes get all the attention each spring, but there are some other spring financial tasks that you might be forgetting about. Tax day has moved to May 17th this year, but that doesn’t mean other key deadlines have changed.  Here are some additional tasks to take care of this time of year: Spring Financial Tasks: IRA Withdrawal Deadline Did you or a loved one recently turn 72? If so, mark April Continue Reading

Filed Under: Tax Tagged With: organizing, quarterly taxes, spring, spring cleaning

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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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