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Tax Tips for Easier Filing

March 11, 2019 By Katie Brewer

Nothing says “happy spring!” quite like tax time. If that looming April 15th deadline gives you a headache, you’re not alone. But it doesn’t have to be so overwhelming. The best way to tackle your taxes is to take them one step a time. Here is a roundup of my top tax tips to help you cruise through tax season a little easier: Gather Your Documents Whether you’re doing taxes on your own or Continue Reading

Filed Under: Tax Tagged With: filing taxes, lower tax bill, refund, save money on taxes, tax refund, tax tips

Tax Refund Mistakes and How to Fix Them

April 3, 2018 By Katie Brewer

Tax refund mistakes

It’s nearly the official tax deadline, which means you will soon have your tax refund in hand. A tax refund can be a nice boost to your savings or debt payoff, and it can even pay for a little fun. Whatever you decide to do with your refund, it’s important that you make a plan for that money. Otherwise, you could end up using it to fund random purchases you’ll regret down the road. Keep Continue Reading

Filed Under: Tax Tagged With: refund, tax refund, tax season

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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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