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Search Results for: birthday

Happy Second Birthday to Your Richest Life!

July 20, 2016 By Katie Brewer

Your Richest Life is two years old! It has been a challenging, exciting journey, one that is constantly evolving. Owning my own business has been a lot of work, but it's work I love and have fun with. Here are some of the highlights over the last year: I've had the honor of speaking at several professional women's conferences and organizations, including the Texas A&M Foundation Women, Continue Reading

Filed Under: Financial Planning Tagged With: birthday, financial planning, owning a business, your richest life, your richest life planning

Happy First Birthday to My Business

July 28, 2015 By Katie Brewer

Happy First Birthday to My Business

It's almost hard to believe that Your Richest Life is just a year old! After several months of strategic planning and business set-up, I opened up the business a year ago.  It's been a fun (and sometimes) wild ride ever since! Here are some of the highlights over the last year: I've had the honor of speaking at several professional women's conferences and organizations, including the Continue Reading

Filed Under: Financial Planning Tagged With: birthday

Financial Literacy Resources for Kids

July 29, 2022 By Katie Brewer

Financial literacy is important for everybody, regardless of their life stage. Teaching some essentials to kids is a great way to instill lifelong financial knowledge, and give them a head start in building wealth. Unfortunately, less than half of U.S. states require high school financial literacy classes. And at home, many parents avoid talking about money with their children because it makes Continue Reading

Filed Under: Family Tagged With: financial literacy, kids, teaching kids about money

Eight Years of Your Richest Life

July 15, 2022 By Katie Brewer

Eight years ago this month, I took a leap of faith and started Your Richest Life. It’s been an exciting and challenging journey, and I’m so grateful for all I’ve learned along the way. The past year has been yet another difficult one, with steep inflation, high interest rates and market volatility. But within these challenges are some opportunities, and I have been navigating these situations Continue Reading

Filed Under: Career & Lifestyle Tagged With: birthday

Celebrating Seven Years of Your Richest Life!

August 5, 2021 By Katie Brewer

It’s been seven years since I launched Your Richest Life, and it has been quite a journey!  This past year was a big one. There were changes and hurdles for my clients due to the pandemic, and we all dealt with things we didn’t anticipate.  Like many working mothers of dual-income households, the sudden change to virtual school at home for the spring of 2020 and the entire school year of Continue Reading

Filed Under: Business Tagged With: birthday, your richest life

Six Years of Your Richest Life

July 15, 2020 By Katie Brewer

Six years ago this month, Your Richest Life was born. I didn’t know then where it would take me or if it would work out. But after six years in business, I can tell you it has been one of my most rewarding experiences so far. I’ve worked with hundreds of clients, spoken at dozens of events, and been interviewed for several podcasts and articles. I’ve hired a team. I’ve celebrated plenty of wins Continue Reading

Filed Under: Career & Lifestyle Tagged With: anniversary, birthday, business, business owner, your richest life

How to Responsibly Give Money to Family

January 29, 2020 By Katie Brewer

Give money to family

Helping your family members out financially can be treacherous ground if you don’t navigate it properly. There is plenty of opportunity for resentment and guilt to grow, but it could also be an act of love and assistance that will leave both parties feeling appreciated. Whether you’re helping your parents cover medical bills or giving your recently graduated sibling some money to get started, Continue Reading

Filed Under: Career & Lifestyle Tagged With: give money to family, loan family, loan money to family

Your Richest Life Celebrates Five Years in Business

September 4, 2019 By Katie Brewer

your richest life five years

I can’t believe it’s been five years since I started Your Richest Life. This is a big milestone in the life of a business, and it has been an exciting journey so far. Of course, there have been ups and downs. If you are starting a business yourself, you can expect a lot of surprises and course correcting. Just keep taking action and trying new things, and eventually, you find what works for you Continue Reading

Filed Under: Career & Lifestyle Tagged With: birthday, five years, your richest life

Your Richest Life Turns 4!

July 11, 2018 By Katie Brewer

Your Richest Life Birthday

Cheers to four years! As Your Richest Life comes up on another birthday, I want to take some time to reflect on the past year and all that came along with it. I think it's so important to stop and look at the progress you're making. A lot can happen in a year!  Here are more highlights from the past year: I was honored to speak at industry events and women's conferences like the PWA Women's Continue Reading

Filed Under: Financial Planning Tagged With: birthday, your richest life, your richest life planning

Your Richest Life Listed on InvestmentNews 40 Under 40

July 6, 2017 By Katie Brewer

Your Richest Life is coming up on its third birthday! I believe it's important to take the time to look back on the achievements of each year in business. It gives me the chance to reflect on where I've been and where I'm going. One of the best parts of this year was making the InvestmentNews 40 Under 40 list, which is the magazine's roundup of industry professionals making an impact. I was Continue Reading

Filed Under: Career & Lifestyle Tagged With: 40 under 40, owning a business, starting a business

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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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