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The Best Financial Gifts to Give Your Loved Ones

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  What are you giving your valentine this year? Most people opt for candy, flowers or reservations at a nice restaurant. Unlike chocolate and roses, there are some financial gifts that show your love while truly standing the test of time. Here are some of the best financial gifts you can give to show someone you care: Life Insurance If you have loved ones that depend on you and your Continue Reading

Systems to Help You Hit Your Money Goals

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It’s a few weeks into 2018; have you let your resolutions slide? If you did, you’re not alone. Most people’s resolutions don’t make it to February. It’s not that your money goals are unattainable, though there are ways to set better resolutions right from the beginning. The overall goal should not be your focus. The habits you put in place every day will make or break your success. So if Continue Reading

Tax Cuts and Jobs Act – What You Should Know

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The Tax Cuts and Jobs Act is one of the most drastic tax overhauls since President Bush’s changes in 2001 and 2003. Here are some of the highlights that might affect you, your family or your business: Tax Cuts and Jobs Act For Corporations and Small Businesses: Overall, the Tax Cuts and Jobs Act is a win for corporations. Corporate America’s tax rate dropped from 35 percent to 21 percent Continue Reading

Year End Financial Tips

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2018 is only a couple weeks away! It's always good to close out the current year in the best way possible before you dive into a new one. Here are some year end financial tips to help you wrap up 2017 and launch your new year feeling organized and prepared: 1.  Take a Minute to Reflect One of the biggest mistakes you can make is to forget to reflect on the ones you made already. You don’t need Continue Reading

The Best Money Board Games to Give as Gifts

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  Money Board Games for the Whole Family Holiday shopping season is here again! If you'll be buying gifts for the kids in your life, there's nothing wrong with sneaking in a little financial education with the fun. Here are 7 of the best money board games to teach a bit about finances, spending, investing and negotiating. Some have been family favorites for decades, others are Continue Reading

Opening a 529 Plan for College Savings

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A 529 plan is one of the best ways to save for a college education. It’s tax-advantaged, flexible and available to anyone. But selecting a plan can be a confusing process. Here’s what you need to know about opening a 529 plan: Opening a 529 Plan: Investment Plans vs. Prepaid Tuition There are two main 529 plan options. The investment plan allows account owners to choose to invest their plan, Continue Reading

6 Financial Planning Moves for your 40s

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  The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading

Donate Money after a Disaster

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The recent hurricanes, earthquakes, and wildfires have disrupted thousands of people's lives around the world. These storms have destroyed homes, displaced families and forced the victims to begin rebuilding their lives.  Naturally, many people rush to send whatever they have on hand to help, like canned food and clothing. One of the best ways to help the victims after a disaster is by donating Continue Reading

Tax Extension Deadline Filing Tips

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There’s another important date coming up if you filed a tax extension back in April. The October tax extension deadline is a couple weeks away. A tax extension allows you extra time to organize your information and file your taxes. Here are some tips to stay on the IRS’ good side if you find yourself scrambling before another deadline: Know the Consequences Missing the tax extension deadline Continue Reading

Maximizing Credit Protection Against Identity Theft

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The Equifax data breach put digital security seriously at risk. It’s more important than ever to know how to keep your information safe. A quick recap: Hackers gained access to the personal data of more than 140 million Equifax customers. To put that number in perspective, that’s about 45% of the entire U.S. population. The hackers exploited a vulnerability in the Apache Struts tool, which Continue Reading

Connect with Your Richest Life

Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 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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1008 Ridge Rd, Rockwall, TX 75087

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