Your Richest Life

As Featured In

You are here: Home / Archives for Financial Planning

Your Richest Life Turns 4!

By

Cheers to four years! As Your Richest Life comes up on another birthday, I want to take some time to reflect on the past year and all that came along with it. I think it's so important to stop and look at the progress you're making. A lot can happen in a year!  Here are more highlights from the past year: I was honored to speak at industry events and women's conferences like the PWA Women's Continue Reading

Common Financial Mistakes and How to Fix Them

By

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

Credit Card Rewards: Cash Back vs. Travel Points

By

If you’re planning your next getaway, you’re probably finding ways to get the most bang for your buck. Discount travel sites and vacation rentals can be great money savers, and buying airline tickets at the optimum time can end up cutting down on the cost of your plane ticket. However, while you’re figuring out what you can save, don’t forget about what you can earn. Credit card rewards can go a Continue Reading

The Best Financial Gifts to Give Your Loved Ones

By

  What are you giving your valentine this year? Most people opt for candy, flowers or reservations at a nice restaurant. Unlike chocolate and roses, there are some financial gifts that show your love while truly standing the test of time. Here are some of the best financial gifts you can give to show someone you care: Life Insurance If you have loved ones that depend on you and your Continue Reading

Systems to Help You Hit Your Money Goals

By

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

Year End Financial Tips

By

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

6 Financial Planning Moves for your 40s

By

  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

Donate Money after a Disaster

By

The recent hurricanes, earthquakes, and wildfires have disrupted thousands of people's lives around the world. These storms have destroyed homes, displaced families and forced the victims to begin rebuilding their lives.  Naturally, many people rush to send whatever they have on hand to help, like canned food and clothing. One of the best ways to help the victims after a disaster is by donating Continue Reading

Best Physician Money Books for Investing & Financial Planning

By

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

Financial Goals: Summertime Review

By

Happy June! Does it feel like you were just setting your goals for 2017? More importantly, can you remember what those goals were? If you forgot about your financial goals for the year by Valentine's Day, you're not alone. Nearly every person who sets resolutions doesn't achieve them. But the year isn't over, and you still have time to make serious strides before the year's end. Or, if you Continue Reading

Connect with Your Richest Life

Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 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.

Address:

1008 Ridge Rd, Rockwall, TX 75087

Disclosures and Forms

2018 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

This site is published for residents of the United States only. Your Richest Life may only conduct business with residents of the states and jurisdictions in which Your Richest Life is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Your Richest Life, LLC. Your Richest Life, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.