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 / Archives for Career & Lifestyle

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

Smart Ways to Give Money Gifts

December 9, 2019 By Katie Brewer

money gifts

The holiday shopping season is in full swing! One gift that pretty much everyone on your list is guaranteed to appreciate is money. But if you want to put in more effort than just stuffing a couple of bills in a card, I have some ideas to help you jazz up your money gifts this year. Here are my top picks for money gifts that your friends and family will love: Money Gifts for the Kids An Continue Reading

Filed Under: Career & Lifestyle, Family Tagged With: christmas, christmas gifts, holiday, holiday gifts, money gifts

Should You Accept a New Job Opportunity?

October 7, 2019 By Katie Brewer

job opportunity

Whether you’ve been searching for months or received it out of the blue, a new job opportunity can bring a lot of exciting changes to your life. But enticing as moving to a new city or making more money might be, sometimes these factors cost more in the long run than what they’re worth. When you’re weighing the important decision of whether or not to accept a job opportunity, make sure you look Continue Reading

Filed Under: Career & Lifestyle Tagged With: job opportunity, new job

Open Enrollment: What to Look for in Mid-Career

September 17, 2019 By Katie Brewer

open enrollment

For most people, open enrollment usually occurs in the fall. This is the time of year to review your healthcare benefits and make sure you’re still getting the coverage you need.  If you’re at the mid-career level, there are some specific bases you should be covering. So this fall, here are some points to look out for when your employer sends you your open enrollment information: Open Continue Reading

Filed Under: Career & Lifestyle Tagged With: FSA, HSA, open enrollment

Your Richest Life Celebrates Five Years in Business

September 4, 2019 By Katie Brewer

your richest life five years

I can’t believe it’s been five years since I started Your Richest Life. This is a big milestone in the life of a business, and it has been an exciting journey so far. Of course, there have been ups and downs. If you are starting a business yourself, you can expect a lot of surprises and course correcting. Just keep taking action and trying new things, and eventually, you find what works for you Continue Reading

Filed Under: Career & Lifestyle Tagged With: five years, your richest life

How Decluttering Can Save You Money

March 27, 2019 By Katie Brewer

Harnessing the spirit of spring cleaning - and the popular “spark joy” mindset - can actually save you money. Clutter has all kinds of negative effects, like lower cognitive functioning, feeling stressed, and making poorer diet choices. Clutter costs you more than just money, but your financial health can definitely be impacted, too. If you need more motivation to get decluttering, here are Continue Reading

Filed Under: Career & Lifestyle Tagged With: decluttering, organization, spring cleaning

Physician Finances: How to Avoid Lifestyle Inflation

January 29, 2019 By Katie Brewer

You’ve endured years of medical school, grueling schedules and lower pay. Once you’re finally earning money as a full-time physician, it can be tempting to upgrade your lifestyle accordingly. This is called “lifestyle inflation,” and it’s a money downfall that many doctors are all too familiar with. It doesn’t matter how much money you make if your expenses keep you broke. Here are some tips to Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: doctors, lifestyle inflation, physician finances

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 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 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.

Disclosures and Forms

2022 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
500 N Central Expy, Ste 500, Plano, TX 75074

[footer_backtotop]

Copyright © 2022 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in