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Get Ahead on Your Financial Goals This Summer

May 31, 2023 By Katie Brewer

As we approach the summer, it can be difficult to stay on track with your financial goals. It’s been several months since you made your goals for the year, so it might be time to get reacquainted with them. The good news is that summer is the perfect time to assess where you’re at, and make a plan for the rest of the year. Plan Out Your Summer Fun Summer can be a fun, busy time of year, full Continue Reading

Filed Under: Goals Tagged With: financial goals, summer goals

New Physician Financial Success Tips

May 16, 2023 By Katie Brewer

After years of medical school, training and a lower salary, it can be jarring to finally get settled into a position (and a higher income.) As a new physician, you’ll have to adjust your mindset and your habits to manage your money effectively. Here are some tips for successful money management when you graduate from a resident or a fellow to a practicing physician: New Physician Financial Continue Reading

Filed Under: Physicians, Uncategorized Tagged With: doctor finances, new physician, physician finances

How to Negotiate What You’re Worth

April 28, 2023 By Katie Brewer

Knowing what you’re worth, and being able to negotiate for it, is an essential skill that can have profound impacts on your life. But for many people, negotiation can be so uncomfortable that they avoid it altogether. So whether you’re starting a new job or asking for a pay raise, negotiation skills are crucial for everyone. Here are some tips for negotiating successfully. Know Your Worth If Continue Reading

Filed Under: Career & Lifestyle Tagged With: asking for a raise, career, negotiate, salary

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

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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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