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You are here: Home / Archives for year end checklist

Year End Financial Tips

December 30, 2017 By Katie Brewer

year end financial tips

2018 is only a couple weeks away! It's always good to close out the current year in the best way possible before you dive into a new one. Here are some year end financial tips to help you wrap up 2017 and launch your new year feeling organized and prepared: 1.  Take a Minute to Reflect One of the biggest mistakes you can make is to forget to reflect on the ones you made already. You don’t need Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: new years resolutions, year end, year end checklist

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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 10 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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