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You are here: Home / Archives for Career & Lifestyle

End of the Year Money Moves

December 26, 2018 By Katie Brewer

With New Years only days away, there is still time to make some smart end of the year money moves to set you up well in the new year. Here are some steps you can take to get your finances on track before 2019: 1.  End of the Year Money Moves - Prepare for Tax Season Tax season probably isn’t on your mind much yet, but now is the perfect time to save yourself some money come April. Here’s a Continue Reading

Filed Under: Career & Lifestyle Tagged With: end of the year, new years, year end money moves

Money Gift Guide – Easy Gifts Under $80

December 5, 2018 By Katie Brewer

Holiday shopping season is here again! Last year I covered some of my favorite money board games for kids, and I've written about my ideas for giving money as a gift. This money gift guide is for fun extras that you can gift to anyone on your list. Here are some of my favorites: Planners Monthly Budget Planner: $6.99 This affordable planner is a great gift for the woman who likes to plan in Continue Reading

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

Minimalism vs. Frugality: How to Use Them to Improve Your Life

August 15, 2018 By Katie Brewer

minimalism vs. frugality

As our lives have become overrun by stuff, there is a big push to simplify and save money. These two ideas come down to two big buzz words in the personal finance world: minimalism vs. frugality. There are big benefits to having less - like lower stress levels, better mental health and more time. There are obvious benefits to spending less too, like saving money, paying down debt and freeing up Continue Reading

Filed Under: Career & Lifestyle Tagged With: frugality, minimalism, saving money

Common Financial Mistakes and How to Fix Them

May 10, 2018 By Katie Brewer

Common financial mistakes

It doesn’t matter how much of a whiz you are with your finances - you’re bound to slip up somewhere along the way. If financial mistakes can happen to Ray Dalio and Warren Buffet, they can happen to you, too. The good news is that some of the most common missteps have pretty straightforward solutions. Here are common financial mistakes you might run into, and how to bounce back from Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing Tagged With: financial mistakes, financial planning, money fixes, money mistakes

Systems to Help You Hit Your Money Goals

January 24, 2018 By Katie Brewer

hit your money goals

It’s a few weeks into 2018; have you let your resolutions slide? If you did, you’re not alone. Most people’s resolutions don’t make it to February. It’s not that your money goals are unattainable, though there are ways to set better resolutions right from the beginning. The overall goal should not be your focus. The habits you put in place every day will make or break your success. So if Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Retirement Tagged With: achieving your goals, money goals, money resolutions

Year End Financial Tips

December 30, 2017 By Katie Brewer

year end financial tips

2018 is only a couple weeks away! It's always good to close out the current year in the best way possible before you dive into a new one. Here are some year end financial tips to help you wrap up 2017 and launch your new year feeling organized and prepared: 1.  Take a Minute to Reflect One of the biggest mistakes you can make is to forget to reflect on the ones you made already. You don’t need Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: new years resolutions, year end, year end checklist

The Best Money Board Games to Give as Gifts

December 6, 2017 By Katie Brewer

best money board games

  Money Board Games for the Whole Family Holiday shopping season is here again! If you'll be buying gifts for the kids in your life, there's nothing wrong with sneaking in a little financial education with the fun. Here are 7 of the best money board games to teach a bit about finances, spending, investing and negotiating. Some have been family favorites for decades, others are Continue Reading

Filed Under: Career & Lifestyle, Kids Tagged With: money board games, money games, money gifts

6 Financial Planning Moves for your 40s

November 7, 2017 By Katie Brewer

financial planning moves for 40s

  The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing, Retirement, Retirement Planning Tagged With: 40s money tips, financial planning in your 40s, investing, investing in your 40s

Best Physician Money Books for Investing & Financial Planning

August 23, 2017 By Katie Brewer

Money books for physicians

When clients ask for book recommendations, I like to give them titles that are as helpful to their lifestyles and careers as possible. This list isn’t necessarily physician-specific, but they do address some of the common themes and questions that come up for doctors planning out their finances. Here are some of my picks for physician money books for doctors: Investing Books for Doctors The Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing Tagged With: financial planning books, investing books, money books for doctors, physician money books

Back-to-School Financial Review

August 9, 2017 By Katie Brewer

Back-to-school financial review

Something about back-to-school season brings that urge to refresh, reorganize, and get to work (and maybe buy a few office accessories just for fun.) If you’re a student or a parent to a student, you’ve probably been buying school supplies, filling out paperwork and savoring what’s left of summer. Even if you’re not a parent or a student, you can harness the “fresh start” energy of Continue Reading

Filed Under: Career & Lifestyle, Kids Tagged With: back-to-school, back-to-school savings, fourth quarter, personal finance

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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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