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You are here: Home / Archives for Katie Brewer

2023 Housing Market: Selling a Home This Year

April 14, 2023 By Katie Brewer

May, June and July are peak buying and selling months for real estate, but what can we expect from the 2023 housing market sales? For the past three years, we’ve been in a strong seller’s market. Low inventory and motivated buyers meant that sellers were getting more money than they had listed for, and in record time. We are starting to see that ease off a bit, but it’s not a complete recovery Continue Reading

Filed Under: Home Buying and Selling Tagged With: 2023 housing market, buying a house, selling a house

The Impact of the Recent Bank Failures

March 31, 2023 By Katie Brewer

March 2023 marked a historic month for U.S. banking. Two major banks, the Silicon Valley Bank and Signature Bank, closed within a couple days of each other, marking the second and third largest bank failures in U.S. history. (The top spot belongs to the 2008 Lehman Brothers collapse.) The markets responded erratically to these collapses, and are still very up and down. During this time, the Fed Continue Reading

Filed Under: Economy Tagged With: 2023 bank failures, bank collapse, bank failures, signature bank, silicon valley bank

How to Treat Yourself Without Blowing Your Financial Goals

March 15, 2023 By Katie Brewer

As Donna Meagle and Tom Haverford said in Parks and Rec, “Treat yo’ self!”  Treating yourself means spending time and money on the things that bring you joy. Whether you love jewelry, travel, books or sports, treating yourself can be a very positive, and smart, way to spend your money. On the flip side, it can also get out of hand if you’re not careful. So while it’s important to set aside Continue Reading

Filed Under: Career & Lifestyle Tagged With: budget, spending, treat yourself

Tax Changes This Year: Solar Panel Tax Credit, Electric Vehicle Tax Credit and More

February 27, 2023 By Katie Brewer

Whether you’re preparing to file, waiting on a refund, or have already paid your tax bill, you might notice some differences this year.  First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. That’s because many pandemic relief programs have ended or decreased, leading to a higher tax burden for many people. Additionally, the Continue Reading

Filed Under: Tax Tagged With: electric vehicle tax credit, solar panel tax credit, tax credit

Money Personality and Your Relationship

February 13, 2023 By Katie Brewer

What’s your money personality? If you’ve never heard of it before, Money Habitudes is a game-like assessment that helps people understand their approach to money, and how they can work with others. Everyone has a money style that impacts how they view, spend and save money. Understanding why you and your partner use money differently can cut down on financial fights and misunderstandings, which Continue Reading

Filed Under: Family, Financial Planning Tagged With: money habitude, money personality, money type, relationships

Secure Act 2.0: What You Need to Know

January 20, 2023 By Katie Brewer

The Secure Act 2.0, which brings several changes to the retirement system, is now law. Whether you’re decades from retirement or quickly approaching it, some of these changes will likely impact you and your financial plan. Here is a quick overview of the law, and the top points you should know about. Secure Act 2.0: Student Loan and Roth Account Matching Employers will be able to match Continue Reading

Filed Under: Economy Tagged With: 529 plan, secure act, secure act 2.0

Successful Emergency Fund Basics

January 4, 2023 By Katie Brewer

Few things about financial planning are absolutely certain, but one thing is: expensive emergencies are going to happen. Whether your roof sprung a leak, you lost your job or your dog needs emergency surgery, you’ll need an emergency fund to cover surprise expenses. Here is a quick guide to creating a successful emergency fund, so you can feel more confident when an unexpected cost comes Continue Reading

Filed Under: Saving Tagged With: emergency fund, emergency savings

Improve Your Money Mindset for the New Year

December 19, 2022 By Katie Brewer

Every new year kicks off with renewed hope and expectations for the year ahead. We make resolutions, create vision boards, start new systems…that we eventually forget about.  If you tend to fall off the wagon year after year, or you’re feeling behind on your goals, you might want to take a look at your mindset. “Mindset” is defined as an established set of attitudes, or the beliefs you hold Continue Reading

Filed Under: Goals Tagged With: goals, mindset, money mindset, new year

Five Ways to Combat Money Stress

December 1, 2022 By Katie Brewer

If you’re feeling stressed about money right now, you’re not alone. A 2022 study from the American Psychological Association found that 65 percent of respondents felt that finances were a significant source of stress.  After dealing with high inflation, increasing interest rates, market instability and a global pandemic, it’s no surprise that many of us have felt overwhelmed the past few years. Continue Reading

Filed Under: Financial Planning Tagged With: money stress

Getting Ready for the New Year

November 11, 2022 By Katie Brewer

As 2022 winds down, now is the ideal time to set yourself up for success in the new year. Give yourself time to really look through the past year, what worked, and what you might need to change or adapt in the year ahead. Taking stock of the reality of your situation, whether you’re where you want to be or not, frees up some room for you to dream, make goals and take appropriate action. Not Continue Reading

Filed Under: Financial Planning Tagged With: new year, year end checklist

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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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