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You are here: Home / Archives for Katie Brewer

How to Fit Travel into Your Financial Plan

February 15, 2022 By Katie Brewer

travel financial plan

After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year Continue Reading

Filed Under: Career & Lifestyle Tagged With: planning a trip, travel, vacation

Savings Bonds: Are They Worth Investing In?

January 31, 2022 By Katie Brewer

Savings bonds

For many people looking to maximize their savings, there has been a big interest recently in savings bonds. There’s a good reason for that interest: the Series I savings bonds are currently sitting at a 7 percent earnings interest rate. That’s noteworthy, because most of the time, Series I savings bonds stick closer to their guaranteed interest rate of 3.56 percent. But before you do some online Continue Reading

Filed Under: Investing Tagged With: ee bonds, i bonds, savings bonds

2022 Finances: What to Expect This Year

January 15, 2022 By Katie Brewer

2022 finances

After two years of the pandemic, we are seeing the short- and long-term effects it’s had on the economy. Based on how 2021 went, the year ahead will have its own set of challenges. Here are some potential obstacles to watch in 2022, and how to navigate them: 2022 Finances and Inflation Inflation made headlines in 2021, and it will continue in 2022. Prices rose seven percent in December of 2021, Continue Reading

Filed Under: Economy Tagged With: 2022, 2022 finances, new year

Resolutions for the New Year: 5 Great Ideas and How to Implement Them

December 15, 2021 By Katie Brewer

new year

Every year, 80 percent of New Year’s resolutions fail by February. For most people, their goals for the new year barely last a month, let alone all year. So, how can you set resolutions that are among the achievable 20 percent? If you’re struggling to set goals, here are five ready-to-go resolutions that have staying power: Boost retirement savings If you haven’t changed how much you’re putting Continue Reading

Filed Under: Financial Planning, Goals Tagged With: goals, new year, new year resolutions, resolutions

How to Teach Your Kids About Giving

November 30, 2021 By Katie Brewer

The holiday season is here, and there is no shortage of opportunities to give. Between charitable donations, toy drives, food collections and generosity for family and friends, this is the ideal time of year to get your kids involved in giving. Getting your kids involved in giving helps them to learn about empathy, appreciate what they have, and consider how their actions affect others. It can Continue Reading

Filed Under: Career & Lifestyle, Kids Tagged With: donating, giving, holidays, kids

Spousal IRA Contributions: Who’s Eligible?

November 18, 2021 By Katie Brewer

Spousal IRA

In certain situations, a working spouse can contribute to an individual retirement account, or IRA, in the name of a spouse with little to no income. This is called a spousal IRA contribution. But it’s actually a bit more complicated than that, and many people find that they’re ineligible for this strategy. So if you’ve considered making a spousal IRA contribution, read on first to find out if it Continue Reading

Filed Under: Retirement Planning Tagged With: household finances, IRA, marriage, spousal IRA contributions

How to Have Money Conversations With Your Parents

November 4, 2021 By Katie Brewer

money conversations with parents

For some families, money can be a taboo, complicated or uncomfortable topic to bring up. But it’s also necessary to talk about, especially as your parents hit retirement age and beyond. The more you open that line of communication, the better prepared your family will be to approach changes and challenges as they come up. Why talk about money at all? Talking about finances as your parents get Continue Reading

Filed Under: Family Tagged With: money conversations, money planning, parents, talking to parents about money

Should You Invest in Cryptocurrency?

October 16, 2021 By Katie Brewer

There has been a lot of buzz about cryptocurrency recently, particularly over the past year. Some people consider it a scam, and others think it’s a golden opportunity. If you’re curious about cryptocurrency, it’s important that you know the facts before you invest. Let’s break down what cryptocurrency is, and how to know if it’s a good option for your portfolio: Cryptocurrency: What it Continue Reading

Filed Under: Investing Tagged With: bitcoin, cryptocurrency, ethereum

Home Renovations: Which Projects are Worth the Investment?

September 30, 2021 By Katie Brewer

home renovations

Home renovations can be an exciting part of homeownership - and in many cases, they can be a good investment. Making strategic home improvement decisions can help increase your home’s resale value, save you money on heating and cooling, and improve your quality of life. That being said, there are some projects that can end up being colossal money pits, and might even make it harder to sell your Continue Reading

Filed Under: Buying a Home Tagged With: home improvements, home renovations

Dependent Care FSA Changes: Open Enrollment 2021

September 15, 2021 By Katie Brewer

Open enrollment season is here again, which means it’s your chance to review and renew your health care benefits.  This year, there is one area where you will find some pretty significant changes: the Dependent Care Flexible Spending Account, or DCFSA. Dependent Care FSA: What’s New If your employer offers a Dependent Care FSA option, it’s going to look different this year. The Dependent Care Continue Reading

Filed Under: Open Enrollment Tagged With: DCFSA, dependent care FSA, FSA, open enrollment

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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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