Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Archives for Katie Brewer

Managing Your Year End Financial Checklist

December 7, 2016 By Katie Brewer

The end of 2016 is rapidly approaching, but before you can set your tasks and goals for the year ahead, it's a good idea to wrap up the ones still on your plate. Here are some things you can do to finish off the year and start fresh on the right foot: 1.  Take Stock of Your Year When you started 2016, chances are you had some goals and ideas in place for the year ahead. What are you still Continue Reading

Filed Under: Financial Planning Tagged With: checklist, end of year taxes, financial checklist, tax checklist

When Money Doesn’t Buy Happiness

November 21, 2016 By Katie Brewer

  Money can buy you plenty of things - comfort, security, opportunity, experiences. There's nothing wrong with appreciating what money can buy you, or enjoying life's luxuries, big and small. But it's also important to know that money has its limits. The way you spend your money is very revealing. It shows where your priorities lie and what drives you. Ultimately, money can buy you a Continue Reading

Filed Under: Financial Planning Tagged With: emotional spending, money can't buy happiness

How to Earn More from Investing in Yourself

November 9, 2016 By Katie Brewer

You can have excellent savings, a rewarding career, a healthy retirement account, and a well-rounded portfolio and still feel trapped. If you're working hard on growing in your job, or investing time in your relationships with loved ones, it can be easy to forget about the most beneficial thing to invest in: you. You are your greatest asset. If you should lose your job, or suffer a serious Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing Tagged With: investing in yourself, personal development

Financial Steps to Take After a Divorce

October 27, 2016 By Katie Brewer

  Going through a divorce brings massive change in nearly every part of your life. Even the most amicable divorce comes with its share of stress, difficult choices and unexpected emotions. So it's a good idea to make the transition as simple as possible for yourself. At a time when you'll be dealing with some turmoil, preparing for your life post-divorce can be a great tool to ease into Continue Reading

Filed Under: Financial Planning Tagged With: divorce, divorce and money, separation

Charitable Giving: How to Work it Into Your Life, Budget and Estate Plan

October 19, 2016 By Katie Brewer

  Your goals and values are an important foundation for a working budget. You consider what you need for an emergency fund, what you want to save for and how much to put away for retirement. But it's also important to look at what's important to you. In many cases, that can come in the form of charitable giving. You might want to give to your church, your alma mater or a cause that you have a Continue Reading

Filed Under: Estate Planning Tagged With: charitable giving, charity, giving back

5 Ways to Maximize Your Inheritance

September 13, 2016 By Katie Brewer

When you receive an inheritance, regardless of amount, you're going to need to figure out how to put it to its best use. Depending on who left it to you, you may have different emotions and ideas surrounding that decision. Here are some of the most common questions and scenarios you might face with an inheritance - and the best ways to deal with it going forward: How should I put this to the Continue Reading

Filed Under: Estate Planning, Investing Tagged With: inheritance, investing an inheritance, managing an inheritance

Reviewing Employee Benefits for Open Enrollment

August 22, 2016 By Katie Brewer

It may still be summer, but open enrollment is just around the corner! Chances are you haven't read all the details of your employee benefits. It's important to understand what benefits you might be able to take advantage of. This year, take the time to review your options and feel confident when open enrollment rolls around. This is especially critical if you've had major changes within your Continue Reading

Filed Under: Employee Benefits, Insurance, Retirement Planning Tagged With: employee benefits, insurance, open enrollment, retirement plan

4 Ways to Prepare Your Grad for Financial Success in College

August 4, 2016 By Katie Brewer

Financial Success in College

  Plenty of parents worry about paying for college - from tuition and books to dorm supplies and laptops. Whether you're footing the whole bill or none of it, some of the responsibility will fall on your child to achieve financial success in college. Here are some tips to help prepare them for living on their own and thriving financially in college: If you're a more visual learner, jump Continue Reading

Filed Under: Career & Lifestyle, College Planning, Financial Planning, Kids Tagged With: budgeting, college, finance for college students, kid going to college, student budget, teaching kids about money

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

How to do a Mid Year Goals Check-In

July 13, 2016 By Katie Brewer

June has come and gone, and we are officially in the second half of 2016! Remember those goals you set for yourself back in January? Most people forget about those a few weeks into the new year. But if you want to stay on track with your goals and plans for the year, it's a good idea to take stock of how you're doing at the halfway point. Start here: 1. Reflect on Your Goals Take a look Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, new years resolutions, setting goals

  • « Previous Page
  • 1
  • …
  • 14
  • 15
  • 16
  • 17
  • 18
  • …
  • 22
  • Next Page »

Let’s Connect!

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

Connect with Your Richest Life

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

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.

Disclosures and Forms

2023 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
500 N Central Expy, Ste 500, Plano, TX 75074

[footer_backtotop]

Copyright © 2023 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in