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You are here: Home / Archives for year end checklist

Getting Ready for the New Year

November 11, 2022 By Katie Brewer

As 2022 winds down, now is the ideal time to set yourself up for success in the new year. Give yourself time to really look through the past year, what worked, and what you might need to change or adapt in the year ahead. Taking stock of the reality of your situation, whether you’re where you want to be or not, frees up some room for you to dream, make goals and take appropriate action. Not Continue Reading

Filed Under: Financial Planning Tagged With: new year, 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 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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