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How to Improve Your Financial Literacy

April 19, 2022 By Katie Brewer

April is financial literacy month, which is intended to empower people to understand and steward their money well. This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1. Continue Reading

Filed Under: Financial Planning Tagged With: blogs, building wealth, financial literacy, podcasts

Resolutions for the New Year: 5 Great Ideas and How to Implement Them

December 15, 2021 By Katie Brewer

new year

Every year, 80 percent of New Year’s resolutions fail by February. For most people, their goals for the new year barely last a month, let alone all year. So, how can you set resolutions that are among the achievable 20 percent? If you’re struggling to set goals, here are five ready-to-go resolutions that have staying power: Boost retirement savings If you haven’t changed how much you’re putting Continue Reading

Filed Under: Financial Planning, Goals Tagged With: goals, new year, new year resolutions, resolutions

How to Set Yourself up for Financial Success in 2021

January 6, 2021 By Katie Brewer

financial success 2021

Leaving 2020 behind doesn’t mean we’re leaving all the drama behind, too. 2021 is still a pandemic year, bringing heaps of uncertainty with it.  There are reasons to be optimistic about 2021, however. And reasons to be careful. So how do you strike a balance between cautious and hopeful in your New Year’s goals?  The short answer is this: prepare for the worst, but hope for the best.  Here’s Continue Reading

Filed Under: Financial Planning Tagged With: 2021, financial success, new year, new year goals

Is Your Financial Planner Right for You?

December 15, 2020 By Katie Brewer

meeting with a financial planner

  Like any good relationship, the one you have with your financial planner should be built on trust, understanding and effective communication. When you have a good working relationship with your financial planner, you’re more likely to be successful. So what should you look for in a planner, and what makes up a strong client-advisor relationship? Here are some of the key qualities and Continue Reading

Filed Under: Financial Planning Tagged With: financial advisor, financial planner, hiring a financial planner, meeting with a financial planner, online financial advisor

Busting Top Budget Myths

October 13, 2020 By Katie Brewer

Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading

Filed Under: Financial Planning Tagged With: budget, budget myths, budgeting

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

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

2020: Financial Goals for a New Decade

January 6, 2020 By Katie Brewer

financial goals

The twenties are back! And with them comes a chance to look at the upcoming decade and map out some long-term financial goals. What will your life look like 10 years from now? Where do you hope to be by 2030? The start of a new decade is an excellent opportunity to look not only at the upcoming year, but also at your long-term goals and what you hope to accomplish over the coming decade. One of Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, financial resolutions, money goals, new year goals, resolutions

Year-End Money Checklist: 2019

November 26, 2019 By Katie Brewer

year end money checklist

The end of 2019 is here already, and with just a month to go, there are some simple things you can mark off your money checklist to set yourself up well for 2020.  Prepare for the year ahead with these tasks, and you’ll feel a lot more confident when you ring in the new year. 1.  Money Checklist for the End of the Year – Max Out Retirement Accounts Maxing out your retirement accounts is a good Continue Reading

Filed Under: Financial Planning Tagged With: goals, money checklist, new year

Natural Disasters: Prepare Your Family and Help Others

November 12, 2019 By Katie Brewer

natural disasters

The Dallas, TX tornado and devastating California wildfires are the most recent reminders that disaster can strike anywhere, at any time.  Rebuilding after a natural disaster is expensive on so many levels. That’s why it’s so important to be prepared yourself, and to know how to best help communities and individuals as they rebuild. Natural Disasters Preparedness for Your Family Too often, Continue Reading

Filed Under: Financial Planning Tagged With: natural disasters, preparedness

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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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