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You are here: Home / Archives for Katie Brewer

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

Five Essential Items for Your Estate Plan

July 15, 2015 By Katie Brewer

It’s unpleasant to think about our own mortality, but it’s important for all of us to consider what would happen if we were to pass away or become incapacitated. Stop and think about it for a moment: what would happen to your assets if you were to pass away? What would happen to your loved ones? An estate plan spells out exactly what will happen to your assets and your dependents upon your Continue Reading

Filed Under: Estate Planning

3 Ways to Teach Your Kids About Money

June 30, 2015 By Katie Brewer

Parents are always trying to teach their kids the ways of the world with the hope that those kids will grow up into responsible teenagers and productive young adults. I know I do. I try to teach my daughter valuable lessons - look both ways before crossing the street, be respectful, and always say please and thank you. The lessons we teach our kids will (hopefully) stay with them for the rest Continue Reading

Filed Under: Financial Planning, Kids Tagged With: allowance, kids, teaching kids about money, value of money

The Importance of Disability Insurance for Working Professionals

June 12, 2015 By Katie Brewer

Do you have disability insurance? If so, have you reviewed what's covered in your policy? If you don't have disability insurance, do you know how important it is to your financial future? Disability insurance is one of the most overlooked pieces of coverage. Most Americans don't have it, and they need it. In this post, you will learn why disability insurance is so important for working Continue Reading

Filed Under: Employee Benefits, Financial Planning, Insurance Tagged With: disability coverage, disability insurance, disability policies

Choosing the Best Financial Planner for You

May 27, 2015 By Katie Brewer

Whether you're a recent graduate or a seasoned professional, a single person living in the big city or a family living in the suburbs, you could most likely use the advice of a financial planner. A big misconception is that financial planners only manage the big bucks of the country's wealthiest people, but that couldn't be farther from the truth. The trick is to find the best financial planner Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, emergency savings, financial planning, Gen X, insurance, investments, millennials, prioritizing, student loans

4 Things You Need To Know About IRAs

May 7, 2015 By Katie Brewer

Retirement may seem like it is a distant fuzzy target, but talk to any successful retired person, and they will tell you that it took a lot of planning and saving to reach financial independence. Financial independence is when you have enough money saved or invested to create a stream of income for you to live off of. You may or may not choose to work in retirement, but it will be because you want Continue Reading

Filed Under: Financial Planning, Retirement Planning Tagged With: IRA, retirement, Roth

Popularity of Online Financial Planning Growing

April 21, 2015 By Katie Brewer

Death to Stock Wired

The days of making an appointment at your bank branch or meeting with your parent's financial advisor to seek financial advice are over. The traditions of handshakes and signing papers are a thing of the past -  online financial planning is the way of the future. My recent article on Money.com talks about the benefits of having virtual relationships and why millennials along with Generation X-ers Continue Reading

Filed Under: Financial Planning Tagged With: financial advice, Gen X, millennials, online financial planning, virtual financial planning

4 Tips to Help You File Your Taxes On Time

April 9, 2015 By Katie Brewer

April 15th is almost here. That means Americans have less than a week to prepare their personal income taxes and send them off to the IRS. If your busy schedule has kept you otherwise occupied, you may now be in a panic to get your taxes done and sent off to the government before the deadline. A lot of people are scared of taxes, but there's no need to fear your personal income taxes. With the Continue Reading

Filed Under: Financial Planning, Tax

4 Renovations To Increase Your Home Value

March 24, 2015 By Katie Brewer

4 Home Renos That Increase the Value of Your Home

Spring is just around the corner and that means prime time for the real estate market will be here soon. As April approaches, people all across America are fixing up their homes and getting them ready to be put on the market. It also means that home-buyer hopefuls will soon be searching for open houses to visit. A picture is worth a thousand words when it comes to buying and selling homes. With Continue Reading

Filed Under: Buying a Home, Selling a Home

A Millennial’s Guide to Balancing Multiple Money Goals

March 17, 2015 By Katie Brewer

ear Millennials, Should You Have More Than One Money Goal?

With student loans that need to be paid off, savings that have to be started and retirement goals that need to be planned, millennials may become overwhelmed with all the choices they have on how to spend their money. After entering the workforce full time, millennials need to make sure they’re making the most of their money. So herein lies the question -- what should millennials do with their Continue Reading

Filed Under: Financial Planning, Retirement Planning, Student loans Tagged With: budgeting, goal, millennial, negotiation, prioritizing, student loans

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About Katie

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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