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You are here: Home / Archives for Katie Brewer

How to Plan a Money Date Night (That You Won’t Dread!)

February 9, 2021 By Katie Brewer

money date night

“Date night” and “financial planning” are two things you might not usually put together. However, with a little planning and an open mind, a money date night can be responsible and romantic.  Not convinced? Here are some reasons you should incorporate money talk into your usual date night plans: Plan a Money Date Night - Because Money Matters Money may not be everything in a relationship - but Continue Reading

Filed Under: Career & Lifestyle Tagged With: date night, marriage, money talk

Roundup: How to Set Achievable Financial Goals

January 25, 2021 By Katie Brewer

achievable financial goals

A few weeks into the new year, how are your resolutions going? Have you veered off course? If you have, you’re not alone: Most people ditch their resolutions by February. If your resolutions are already losing steam, don’t worry: You still have plenty of time to make a plan that works for you. Here’s how to set financial goals that’ll hold up even through another uncertain year: Find the Finish Continue Reading

Filed Under: Career & Lifestyle Tagged With: goal setting, new year, resolutions, setting financial goals

How to Set Yourself up for Financial Success in 2021

January 6, 2021 By Katie Brewer

financial success 2021

Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it.  There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals?  The short answer is this: prepare for the worst, but hope for the best.  Here’s Continue Reading

Filed Under: Financial Planning Tagged With: 2021, financial success, new year, new year goals

What the New Stimulus Package Means for Business Owners

December 23, 2020 By Katie Brewer

stimulus package business owners

With just days left of 2020, another stimulus package is on its way as part of the omnibus spending package. The document is over 5,000 pages long - you can check it out here for some light reading. Here are some of the ways it could impact business owners: Deducting expenses with the Payment Protection Program For business owners who received the Payment Protection Program loan, there was some Continue Reading

Filed Under: coronavirus, Economy Tagged With: covid-19, ppp, stimulus package

Is Your Financial Planner Right for You?

December 15, 2020 By Katie Brewer

meeting with a financial planner

  Like any good relationship, the one you have with your financial planner should be built on trust, understanding and effective communication. When you have a good working relationship with your financial planner, you’re more likely to be successful. So what should you look for in a planner, and what makes up a strong client-advisor relationship? Here are some of the key qualities and Continue Reading

Filed Under: Financial Planning Tagged With: financial advisor, financial planner, hiring a financial planner, meeting with a financial planner, online financial advisor

How to Support Your Community This Holiday Season

November 25, 2020 By Katie Brewer

support your community

2020 has hit small businesses hard, and the hits keep coming this holiday season. With few people allowed in stores and some services and group activities shut down, it’s going to be even more important to rally around your favorite small business over the next couple of months.  The best way to support your community during the holidays is to continue to invest in small businesses.  Focus on Continue Reading

Filed Under: Career & Lifestyle Tagged With: christmas shopping, gifts, holiday gifts, holiday season, support your community

Why You Should Consider a Roth Conversion in 2020

November 17, 2020 By Katie Brewer

roth conversion

For so many people, their incomes took a hit in 2020. Layoffs, furloughs, cut hours....almost every family was affected in some way. Now the year is wrapping up, you might be feeling anxious about going into another year of uncertainty.  One way to take advantage of the current climate and do something that will benefit you in the future is to convert your IRA to a Roth IRA before the year Continue Reading

Filed Under: Uncategorized Tagged With: roth conversion, Roth IRA, traditional IRA

Should You Buy Investment Real Estate Right Now?

October 30, 2020 By Katie Brewer

Historic low rates have piqued the interest of potential investment real estate buyers - but is this a smart time to buy? If you’ve ever considered getting into the investment real estate game, it makes sense that you might be thinking about it more seriously these days. Homes for sale seem to be flying off the market, and rates are probably as low as they will be for awhile.  However, there are Continue Reading

Filed Under: Home Buying and Selling Tagged With: investment real estate, real estate, rent out house, rental property

Busting Top Budget Myths

October 13, 2020 By Katie Brewer

Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading

Filed Under: Financial Planning Tagged With: budget, budget myths, budgeting

5 Financial Skills You Should Have in 2020

September 23, 2020 By Katie Brewer

5 financial skills for 2020

2020 has thrown most people - and their finances - for a loop. This year that has really emphasized why we put financial safeguards in place, and what can happen if we don’t. But the year’s not over yet. There is still time to finish out 2020 strong, prepared for whatever next year has in store. Here are five financial skills to brush up on right now:  Financial Skills for 2020: Saving like a Continue Reading

Filed Under: Economy Tagged With: 2020, financial plan, financial skills

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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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