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You are here: Home / Archives for Katie Brewer

Filing Taxes in 2025: What You Should Know

March 12, 2025 By Katie Brewer

The tax deadline is next month, and if you’re like most Americans, you are still preparing to file. But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024.  However, if you live in an area affected by a Continue Reading

Filed Under: Tax Tagged With: 2025 tax season, filing taxes

2025 Q1 Update: Federal Reserve Rates, Inflation and Financial Markets

February 24, 2025 By Katie Brewer

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. Here are some of the main financial headlines so far, and what they might mean for you: Federal Reserve Holds 2025 Rates Steady At the Fed’s end of January meeting, they opted to keep the federal rates where they are instead of implementing another cut. Currently, the federal funds rate Continue Reading

Filed Under: Economy Tagged With: 2025, federal reserve, inflation

Active vs. Passive Investing: Which Strategy is Right for You?

January 27, 2025 By Katie Brewer

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. What’s right for your friend, coworker or neighbor might not be the best strategy for you. There are so many different ways to invest, but two of the most common methods you’ll find are active and passive investing. There are upsides and drawbacks to both, so it’s important that you understand Continue Reading

Filed Under: Investing Tagged With: active investing, investing, passive investing

2024 Recap: Markets, Economy and What’s Ahead

January 9, 2025 By Katie Brewer

2025 is primed to be a year of big changes. Between a new presidential administration, interest rates in flux and record-breaking markets, there is a lot to keep an eye on throughout the year ahead. But before we consider what’s to come, let’s take a look back at how 2024 stacked up: 2024 Recap: A Year of Market Highs The U.S. stock market hit record highs this year, fueled mostly by Federal Continue Reading

Filed Under: Economy Tagged With: 2024 economy, 2024 recap, 2025, new year

Midlife Money Myths: Finances After 40

November 26, 2024 By Katie Brewer

Once you hit middle age, it can be a bit challenging to navigate the next moves in your finances and career.  Should you take a chance on a new job, or stick with your current position?  Do you know when you want to retire? Are you saving enough for the retirement you want? Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Continue Reading

Filed Under: Financial Planning, Retirement Tagged With: financial planning, mid career, midlife, money myths

Your Guide to a Financially Healthy Holiday Season

November 12, 2024 By Katie Brewer

The holidays may be joyful, but if you’re not careful with your spending, they can also leave you with a sense of dread and regret. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. The good news is that number has come down over the past couple of years, falling to its lowest number since 2017.  But holiday spending is still a struggle for Continue Reading

Filed Under: Holidays Tagged With: holiday budget, holiday season, holiday spending

How Presidential Elections Affect the Financial Markets

November 1, 2024 By Katie Brewer

We are days out from the next U.S. presidential election, and while we can’t predict the outcome, we can predict that there will likely be a response from the financial markets. Exactly how the markets will react is less clear, but history has shown us that in times of great change or uncertainty, markets react.  Here’s what might happen as we approach election day, and in the weeks and Continue Reading

Filed Under: Economy Tagged With: elections, financial markets, stock market

Open Enrollment: 5 Steps to Review Your Benefits

October 15, 2024 By Katie Brewer

Fall is here; have you reviewed your workplace benefits yet? For most American employees, open enrollment kicks off in October and November, and wraps up in January. This is your opportunity to assess your benefits and make any changes as you head into the new year.  Here are five steps to review your benefits in 2025: Review Your Benefits: Reflect on the Past Year Many people re-enroll Continue Reading

Filed Under: Career & Lifestyle, Retirement Planning Tagged With: open enrollment, review your benefits

Federal Reserve Rate Cut: What it Means for You

September 30, 2024 By Katie Brewer

The Federal Reserve cut interest rates by a higher-than-expected half point at its September meeting, marking the first rate cut in over four years. The Fed’s range now sits between 4.75 and 5 percent, which is the lowest we’ve seen since the spring of 2023. Rate cuts can impact everything from stocks and housing to employment and inflation – so what does this decision mean for the economy Continue Reading

Filed Under: Economy Tagged With: federal reserve, interest rates, rate cut

Finding Your Best Investing Strategy

September 10, 2024 By Katie Brewer

Your ideal investing strategy will be unique to you: your life phase, goals and risk tolerance will all play a role in informing your “ideal” methodology. But with so much conflicting advice everywhere you look, how are you supposed to know which strategies will work best for you?  Here are some steps to nailing down your best investing strategy: Finding Your Best Investing Strategy Tip #1: Continue Reading

Filed Under: Investing Tagged With: investing strategy, portfolio, stock market

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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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