CFP Fee Only Medical 
Your Richest Life
SEPTEMBER 2, 2022
If you’re paying off medical school loans, there are several loan forgiveness programs that might apply to you. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.
Your Richest Life
JULY 2, 2024
Speaking to groups like the UT San Antonio Gastroenterology Fellowship, CUSM’s (Medical School) Financial Literacy Interest Group, Destination DC and Texas A&M about financial planning. Appearing on WFAA to talk about choosing a credit card for college students , trying a “no buy challenge ,” and getting started as an investor.
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Your Richest Life
MARCH 15, 2022
Doctors Without Borders is also helping in Ukraine by training hospitals and sending medical staff and supplies to affected areas. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. What to Watch Out for. About Your Richest Life.
Your Richest Life
OCTOBER 15, 2022
The coverage you need if you’re single is going to be very different from what you might need if you have a family, a baby on the way, or specific medical needs. They also have tax-free earnings and tax-free withdrawals for qualified medical expenses. Finally, have an idea of what you’ll need. About Your Richest Life.
Your Richest Life
MARCH 8, 2024
It can also be helpful to look into companies whose workforce is made up of many women, or whose values support flexibility and family and medical leave. Women tend to live longer than men, too, so they need to prepare to cover living and medical expenses for more time. Group health benefits must also be maintained during the leave.
Your Richest Life
OCTOBER 15, 2024
Health Savings Accounts (HSA) – An HSA is a savings account that lets you add pre-tax money and withdraw it tax-free for medical expenses. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning.
Zoe Financial
FEBRUARY 16, 2023
Common expenses, that a taxpayer can deduct when itemizing, include mortgage interest (mortgage capped at $750k), state and local taxes (capped at $10k), non-reimbursed medical expenses exceeding 7.5% of AGI, and qualified charitable donations (capped by AGI).
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