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Year End Financial Tips

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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

7 Year End Tax Tips to Consider

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You may be focused on family gatherings, hot chocolate, and ugly sweater parties, but make sure you also take a few minutes to evaluate your end of year tax strategy. There are a few more things that you can still do before the end of the year to make sure that you’re getting the most bang for your buck. The following tax tips could save you money. Contribute all that you can to your 401(k) or Continue Reading

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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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