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Create an Emergency Fund That Has Your Back

August 6, 2020 By Katie Brewer

When the country went on lockdown back in March, so many people found themselves in a really tough situation. Half of all U.S. citizens have less than $400 saved, and for those who do have savings, they often only have enough for a month or two.  Nobody assumes their job will disappear tomorrow, but as we’ve seen this year, anything can happen.  If you’re one of the millions of Americans who was Continue Reading

Filed Under: Financial Planning Tagged With: emergency fund, saving

Six Years of Your Richest Life

July 15, 2020 By Katie Brewer

Six years ago this month, Your Richest Life was born. I didn’t know then where it would take me or if it would work out. But after six years in business, I can tell you it has been one of my most rewarding experiences so far. I’ve worked with hundreds of clients, spoken at dozens of events, and been interviewed for several podcasts and articles. I’ve hired a team. I’ve celebrated plenty of wins Continue Reading

Filed Under: Career & Lifestyle Tagged With: anniversary, birthday, business, business owner, your richest life

Personal Finance Habits of a Successful Retiree

June 23, 2020 By Katie Brewer

You’ve spent your career saving and preparing for retirement, and when the time comes, it can feel like you’ve crossed a sort of finish line. While retirement might mark the end of your typical work life, it’s also the start of a brand new way of living. In retirement, you’ll have to pick up new ways of spending, saving, budgeting and investing to support your new lifestyle. Here are some of the Continue Reading

Filed Under: Retirement, Retirement Planning Tagged With: how to prepare for retirement, retire, retirement finances, successful retirement

How to Be Productive While Working from Home

June 2, 2020 By Katie Brewer

Right now, there are thousands more people working from home then there were a few months ago. Some of those people are returning to their office full-time, others on a part-time basis, and others still have been given the option to work from home permanently. Whether it’s a short- or long-term plan, working from home has its own set of challenges and perks. This is especially true if you’re new Continue Reading

Filed Under: Career & Lifestyle Tagged With: business owner, self employed, work from home, working from home

Managing Investments During a Financial Crisis

May 18, 2020 By Katie Brewer

A well-balanced portfolio can withstand a financial crisis and still end up strong in the end. A healthy portfolio accounts for things like recessions and upswings. That’s why you include stocks for growth and bonds for stability. There are many ways to handle market volatility without damaging your portfolio. But what about now? In the midst of the coronavirus crisis, we are dealing with a ton Continue Reading

Filed Under: coronavirus, Economy, Investing Tagged With: coronavirus, covid-19, financial crisis, investing

3 Ways to Adjust Your Financial Plan During the Pandemic

April 30, 2020 By Katie Brewer

What goals did you set for your financial plan when 2020 started? Maybe you were going to max out your retirement accounts, contribute a certain amount each month to your kids’ 529 plans or pay off student loan debt.  One thing is certain in financial planning: There will always be changes. At some point, plans will change, emergencies will happen, markets will drop.  So whatever you had in mind Continue Reading

Filed Under: coronavirus, Financial Planning Tagged With: 2020, coronavirus, covid-19, financial goals

The CARES Act: Should You Apply for Small Business Aid?

April 7, 2020 By Katie Brewer

CARES act for small businesses

Congress’s Coronavirus Aid, Relief, and Economic Security (CARES) Act aims to help Americans weather the financial storm caused by the virus. The first round of financing ran out quickly, but Congress has passed another round.  Some of the highlights of the CARES act include: Money for individuals: Tax-paying Americans will receive a direct deposit for up to $1,200 if single, and $2,400 if Continue Reading

Filed Under: Economy Tagged With: CARES Act, coronavirus, covid-19, small business aid

Steps to Take if You’ve Suffered a Financial Blow

March 27, 2020 By Katie Brewer

If you've suffered a financial blow recently, you're not alone. There is a lot of upheaval going on in the world right now. Many people are finding themselves out of a job, or unable to work right now, or unsure whether they will have a source of income after things have settled down. Here are some steps you can take to safeguard your money: DO: Apply for Unemployment If you did lose your job, Continue Reading

Filed Under: Economy Tagged With: job loss, lost a job, unemployed

Coronavirus: Dealing with Financial Uncertainty

March 5, 2020 By Katie Brewer

coronavirus markets

The novel coronavirus - which has infected more than 170,000 people worldwide and is responsible for more than 6,500 deaths - is spreading around the globe. Now that it has made its way to the U.S., many people are preparing for a potential disruption to everyday life.  You know the usual: wash your hands frequently, stay away from others who are sick, avoid traveling to infected areas. But how Continue Reading

Filed Under: Economy Tagged With: coronavirus, global economy, market instability, markets

Filing Your 2019 Taxes: Reminders and Limits

February 4, 2020 By Katie Brewer

2019 taxes

Ready to file your 2019 taxes? (Or not?) Don’t stress: Here is my roundup guide to help the filing process be a little less painful: Know Your Limits Do you know where you fell last year on the tax brackets? If not, you can find the 7 brackets here via the IRS website. Here are some other limits you might need to know: The 2019 standard deduction is $24,400 for married filing jointly, Continue Reading

Filed Under: Tax Tagged With: 2019 taxes, tax filing, taxes

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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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