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Review Your Summer Financial Goals

June 4, 2021 By Katie Brewer

summer financial goals

The beginning of the year is buzzing with that motivational new year energy - but what about when summer hits? For most people, their new year’s resolutions are forgotten by February. By the middle of the year, you might find yourself running on autopilot instead of planning and acting with intention.  Infuse your summer with some of that Jan. 1 energy, and you can still finish out the year with Continue Reading

Filed Under: Career & Lifestyle Tagged With: financial goals, goals, summer, summer goals

Financial Milestones You Should Celebrate

May 10, 2021 By Katie Brewer

financial milestones

Managing your finances can feel like it’s all work and no play. But it’s not just about self-control, delayed gratification and complicated spreadsheets. You can, and should, leave room for celebrating. When you think of financial milestones, the big one that probably comes to mind is paying off debt. This is a huge goal for so many people, and it’s highly visible, meaning you know when you’ve Continue Reading

Filed Under: Career & Lifestyle Tagged With: emergency fund, financial milestones, net worth

How to Practice Financial Self Care

April 23, 2021 By Katie Brewer

financial self care

It’s been a full year of the COVID-19 pandemic, and for some people, it has been extraordinarily challenging. For others, it’s been more of an inconvenience. But almost all of us are not quite where we expected to be in 2021. As you navigate the changes you may have made to your financial plan, don’t forget to cut yourself a break, too. The past year has been difficult for everyone, and there Continue Reading

Filed Under: Career & Lifestyle Tagged With: financial self care, self care

How to Plan a Money Date Night (That You Won’t Dread!)

February 9, 2021 By Katie Brewer

money date night

“Date night” and “financial planning” are two things you might not usually put together. However, with a little planning and an open mind, a money date night can be responsible and romantic.  Not convinced? Here are some reasons you should incorporate money talk into your usual date night plans: Plan a Money Date Night - Because Money Matters Money may not be everything in a relationship - but Continue Reading

Filed Under: Career & Lifestyle Tagged With: date night, marriage, money talk

Roundup: How to Set Achievable Financial Goals

January 25, 2021 By Katie Brewer

achievable financial goals

A few weeks into the new year, how are your resolutions going? Have you veered off course? If you have, you’re not alone: Most people ditch their resolutions by February. If your resolutions are already losing steam, don’t worry: You still have plenty of time to make a plan that works for you. Here’s how to set financial goals that’ll hold up even through another uncertain year: Find the Finish Continue Reading

Filed Under: Career & Lifestyle Tagged With: goal setting, new year, resolutions, setting financial goals

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

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

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

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

How to Responsibly Give Money to Family

January 29, 2020 By Katie Brewer

Give money to family

Helping your family members out financially can be treacherous ground if you don’t navigate it properly. There is plenty of opportunity for resentment and guilt to grow, but it could also be an act of love and assistance that will leave both parties feeling appreciated. Whether you’re helping your parents cover medical bills or giving your recently graduated sibling some money to get started, Continue Reading

Filed Under: Career & Lifestyle Tagged With: give money to family, loan family, loan money to family

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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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