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You are here: Home / Archives for Financial Planning

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

How Physicians Can Choose the Best Financial Planner

July 8, 2019 By Katie Brewer

physicians choose financial planner

Physicians have financial needs that are different from professionals in other fields. Depending on your specialty, you might work mostly on contract, for a hospital or for the government. That, coupled with student loan debt you likely have from medical school, makes for a unique situation that shouldn’t be handled with a one-size-fits-all approach. You’ll know it’s time to think about getting Continue Reading

Filed Under: Financial Planning, Physicians Tagged With: doctor financial planner, doctor money, financial planner physicians

Personal Finance Habits of Successful High-Income Earners

February 25, 2019 By Katie Brewer

Earning a high income doesn’t make you an automatic success with money. Bringing money in is just one part of the equation. The second part is actually keeping and growing that money. Overextended lifestyles, spending without a plan and failing to consider the long term are just a few of the common enemies of a healthy financial life. There are certain traits that high-income earners with a Continue Reading

Filed Under: Financial Planning Tagged With: financial planning, good money habits, high income earners, money habits, money success, personal finance habits

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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.

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