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Negotiating What You’re Worth

September 19, 2014 By Katie Brewer

The ability to successfully negotiate your salary, benefits and promotions will have a huge impact on your finances, both in the present and in the future. In this article, you will learn why negotiation is so important and how you can develop or  improve this important skill. Why is Negotiation Important? A study conducted by George Mason University and Temple University researchers found Continue Reading

Filed Under: Financial Planning

The 7 Deadly Sins of Investing

September 9, 2014 By Katie Brewer

There are a few investing blunders that many people make — mistakes that are detrimental to their overall investment strategies. As you put together your investment portfolio, whether it be within your 401(k) or in a brokerage account, make sure to avoid these Deadly Sins of Investing. If you're a more visual learner, jump to the bottom of this blog post to watch our video on the seven deadly Continue Reading

Filed Under: Investing

Investing So Your Money Grows

September 2, 2014 By Katie Brewer

When it comes to investing your money, you don’t need to be the Wolf of Wall Street or sign up for a trading course. However, you should know the basics, as well as a few of the finer points — and why your investing strategy might differ from a friend’s. In this post, you will learn about different types of investments, how to put together a balanced mix of those investments, and why it’s Continue Reading

Filed Under: Investing

Choosing the Best Retirement Plan for You

August 26, 2014 By Katie Brewer

You may be enrolled in a retirement plan at work, but do you know how it really works? Have you heard about other plans from friends and feel unsure whether you should be doing something different? Do you work for a small company that doesn’t offer a retirement plan? In this column, you’ll learn the lingo, and how to distinguish among a Roth IRA, a traditional IRA, a 401(k), a Roth 401(k) and Continue Reading

Filed Under: Retirement Planning

Budgeting Like a Pro in 6 Steps- Part 2

August 19, 2014 By Katie Brewer

We're covering the Six Steps that you should be taking if you're not quite sure where you money goes every month, or if you know you could be doing better with your budgeting. We covered Steps 1 and 2- how to identify where your money is going- in this article. This week, we'll cover how to plug the leaks in your budget, how to practice more mindful spending, and how to put your money to work in Continue Reading

Filed Under: Financial Planning

Budgeting Like a Pro in 6 Steps- Part 1

August 12, 2014 By Katie Brewer

Are you a responsible professional, but sometimes you feel as if your finances are off doing their own thing? Do you often wonder where your money is going but you don’t know where to start? If so, you’re not alone – and you need to read on. Putting good money management skills into place can be both challenging and overwhelming if you’ve never given it a second thought before. But if you want Continue Reading

Filed Under: Financial Planning

5 Financial Must-Haves for Gen X and Gen Y

July 28, 2014 By Katie Brewer

Gen X and Gen Y have an advantage that previous generations didn't — information is right there and easily accessible, 24 hours a day. The problem with having all of this information at your fingertips is that it makes it difficult to discern what is applicable to you and how you should use it. There are 5 important financial skills and topics that everyone in their 20s, 30s and 40s should Continue Reading

Filed Under: Financial Planning

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Katie Brewer - Certified Financial Planner

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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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