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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

Improve Your Money Mindset for the New Year

December 19, 2022 By Katie Brewer

Every new year kicks off with renewed hope and expectations for the year ahead. We make resolutions, create vision boards, start new systems…that we eventually forget about.  If you tend to fall off the wagon year after year, or you’re feeling behind on your goals, you might want to take a look at your mindset. “Mindset” is defined as an established set of attitudes, or the beliefs you hold Continue Reading

Filed Under: Goals Tagged With: goals, mindset, money mindset, new year

Five Ways to Combat Money Stress

December 1, 2022 By Katie Brewer

If you’re feeling stressed about money right now, you’re not alone. A 2022 study from the American Psychological Association found that 65 percent of respondents felt that finances were a significant source of stress.  After dealing with high inflation, increasing interest rates, market instability and a global pandemic, it’s no surprise that many of us have felt overwhelmed the past few years. Continue Reading

Filed Under: Financial Planning Tagged With: money stress

Getting Ready for the New Year

November 11, 2022 By Katie Brewer

As 2022 winds down, now is the ideal time to set yourself up for success in the new year. Give yourself time to really look through the past year, what worked, and what you might need to change or adapt in the year ahead. Taking stock of the reality of your situation, whether you’re where you want to be or not, frees up some room for you to dream, make goals and take appropriate action. Not Continue Reading

Filed Under: Financial Planning Tagged With: new year, year end checklist

You Maxed Out Your 401(k) – What Should You Do Next?

October 31, 2022 By Katie Brewer

Your 401(k) is a valuable part of your retirement plan, but it’s only one piece of the puzzle.  There are many benefits that come along with a 401(k,) including pretax or Roth 401(k) salary contributions (or both,) company matching, and tax-deferred accruals. And for many people, a 401(k) is where they focus most of their retirement savings. That being said, there are some downsides to Continue Reading

Filed Under: Retirement, Retirement Planning Tagged With: 401(k), brokerage account, IRA, max out 401(k)

Open Enrollment 2022: Making the Most of Your Benefits

October 15, 2022 By Katie Brewer

Fall is here, and for many of you, that means it’s open enrollment season once again. You probably know the drill by now: you receive an information packet about your benefits, you look over them, and you have the chance to make changes to your plan. Unfortunately, many people end up skimming the benefits, guessing which plan is best for them, and sign up without much consideration. There’s a lot Continue Reading

Filed Under: Open Enrollment Tagged With: FSA, HSA, insurance, open enrollment

Hurricane and Natural Disaster Preparedness

September 30, 2022 By Katie Brewer

After making landfall as a major hurricane, Hurricane Ian caused exceptional damage and serious impacts for residents in its path. This storm, like many before it, caused destruction that will require weeks, months and even years of recovery and rebuilding efforts. These storms, like tornadoes, earthquakes and blizzards, are an unfortunate fact of life. You might not be able to prevent a storm Continue Reading

Filed Under: Financial Planning Tagged With: disaster preparedness, emergency preparedness, hurricane, natural disaster

2022 Inflation and End-of-Year Prep

September 12, 2022 By Katie Brewer

September is here, which means it’s time again to start thinking about end-of-the-year expenses, savings and to-dos. But this year, things are a little different. Due to high levels of inflation, market turbulence and global issues, your year-end checklist might require some additional prep and planning. 2022 Fall and Winter Travel Prep Higher costs of fuel, personnel shortages and overall Continue Reading

Filed Under: Economy Tagged With: 2022 inflation, end of the year, inflation, year end prep

FAQ: The Biden Administration’s Student Loan Debt Relief Plan

September 2, 2022 By Katie Brewer

The Biden Administration's Student Loan Debt Relief Plan plan can forgive up to $20,000 for qualified borrowers. You might be wondering if any of that forgiveness applies to your loans, and what happens next.  Here’s an overview of the plan, who qualifies, and what the next steps are: Is the repayment pause extended? Yes. The Biden administration has extended the repayments pause for one last Continue Reading

Filed Under: Student loans Tagged With: biden student loan forgiveness plan, student debt, student loan forgiveness, student loans

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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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