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You are here: Home / Archives for Katie Brewer

Estate Planning for Young Families

October 6, 2015 By Katie Brewer

Estate Planning for Young Families

In the excitement and exhaustion of caring for young children, estate planning is probably not be at the top of your priority list. But all families, especially those with young children, should have a basic estate plan in place. If something unfortunate were to happen, your family would be grateful that you took the time to put a plan together. Here are nine things to keep in mind as you Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, guardian, online financial advisor, online financial planning, trustee, young children, young families

Maximizing Employee Benefits During Open Enrollment

September 22, 2015 By Katie Brewer

Employee Benefits

If you’re like many of my clients, you remember how much you get paid every month. But when it comes to the details of your employee benefits, it’s easy to glaze over what’s in the fine print. Many employers offer great benefits, and you can protect your family and build wealth by taking advantage of them. Do you understand all that your employer has to offer? When the email comes about Continue Reading

Filed Under: Employee Benefits, Financial Planning Tagged With: benefits, disability insurance, employee benefits, health insurance, life insurance, open enrollment, retirement, retirement plan

What You Need to Know About Restricted Stock Units

September 8, 2015 By Katie Brewer

Restricted Stock Units

Are you receiving restricted stock units from your employer, but you’re not sure what to do about them? If so, you’re not alone. Restricted stock units (RSUs) are complicated, and very few people know how to make the most of them. If you're a more visual learner, jump to the bottom of this blog post to watch our video on restricted stock units. Many technology companies like Google, Yahoo, Continue Reading

Filed Under: Employee Benefits, Investing, Tax Tagged With: restricted stock, restricted stock units, RSU, RSUs, taxation of RSU

Your Emergency Fund Should Be Boring

August 25, 2015 By Katie Brewer

Sometimes, financial success can be exciting. It’s exhilarating to finally get the raise you worked so hard for, buy your dream house, or take your long-awaited European vacation guilt-free. But some sound financial concepts are boring. Emergency funds are definitely snooze-worthy. After all, they are there to help you sleep soundly at night. Emergency funds provide a buffer to help you Continue Reading

Filed Under: Financial Planning, Investing Tagged With: cash, emergency fund, emergency savings, financial planning, rainy day fund

Smart Ways to Save for College

August 11, 2015 By Katie Brewer

Save for College

College is a stepping stone for many to a higher paying career. It’s no wonder that many parents want to help their children attend college. But college tuition is expensive, and the costs are rising every year. This fall’s college tuition is expected to clock in at $31,231 for private, nonprofit, four year universities, and $9,139 for public, four year universities. Many parents wonder if they Continue Reading

Filed Under: College Planning, Kids Tagged With: 529, college savings, coverdell, fafsa

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

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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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