Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Blog

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

Open Enrollment: How to Prepare This Year

September 10, 2020 By Katie Brewer

open enrollment 2020

For most people, their company’s open enrollment kicks off sometime between September and November. It’s the chance you have each year to analyze your benefits and make sure they still reflect your needs, and your family’s needs. Too many people skim over the information they receive for open enrollment and commit to what they had last year. But a lot can change in a year, and you could be Continue Reading

Filed Under: Career & Lifestyle Tagged With: benefits, open enrollment

Estate Plan Moves for Your 40s

August 18, 2020 By Katie Brewer

  By the time you’re in your forties, you should have a pretty thorough estate plan in place. You might have kids and a spouse to think of, are more established in your career and typically have some assets to your name. Don’t panic if you’ve barely begun on your estate plan. It’s simple to put the basics in place, and you can fill in any gaps from there. That being said, if you’re missing Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, financial planning, forties

  • 1
  • 2
  • 3
  • …
  • 16
  • Next Page »

Let’s Connect!

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Receive Your Richest Life blog posts in your inbox.

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

My Tweets

My Tweets

Connect with Your Richest Life

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

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.

Disclosures and Forms

2020 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
1008 Ridge Rd, Rockwall, TX 75087

[footer_backtotop]

Copyright © 2021 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in