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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

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

Donate Money after a Disaster

October 11, 2017 By Katie Brewer

Donate money after a disaster

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

Filed Under: Financial Planning Tagged With: disaster relief, donate money, donating money after a disaster

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

Financial Goals: Summertime Review

June 7, 2017 By Katie Brewer

Financial Goals summertime review

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

Filed Under: Career & Lifestyle, Financial Planning Tagged With: financial goals, financial resolutions, money goals, new years resolutions, resolutions

Spring Cleaning Your Finances

May 11, 2017 By Katie Brewer

Longer, warmer days are the perfect excuse to open the windows and clear out the clutter. Just like spring cleaning out your space helps clear your mind, organizing your finances can show you where you need an adjustment. Spending just a few dedicated days a year to your finances can help you make massive changes, and spring is an ideal time for that. Here are some tips to take advantage of the Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: financial planning, getting financially organized, spring clean your finances, spring cleaning

Changing Your Mindset to Grow Wealth

January 4, 2017 By Katie Brewer

  Happy New Year! 2017 is here, and most likely you've seen dozens of lists already about how to set goals or make the best resolutions (you can read our tips for setting resolutions that stick here and here). These lists crop up annually, but they never seem to have very groundbreaking advice when it comes to actually fulfilling financial planning resolutions for established Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: grow wealth, money mindset, new years resolutions, resolutions

Managing Your Year End Financial Checklist

December 7, 2016 By Katie Brewer

The end of 2016 is rapidly approaching, but before you can set your tasks and goals for the year ahead, it's a good idea to wrap up the ones still on your plate. Here are some things you can do to finish off the year and start fresh on the right foot: 1.  Take Stock of Your Year When you started 2016, chances are you had some goals and ideas in place for the year ahead. What are you still Continue Reading

Filed Under: Financial Planning Tagged With: checklist, end of year taxes, financial checklist, tax checklist

When Money Doesn’t Buy Happiness

November 21, 2016 By Katie Brewer

  Money can buy you plenty of things - comfort, security, opportunity, experiences. There's nothing wrong with appreciating what money can buy you, or enjoying life's luxuries, big and small. But it's also important to know that money has its limits. The way you spend your money is very revealing. It shows where your priorities lie and what drives you. Ultimately, money can buy you a Continue Reading

Filed Under: Financial Planning Tagged With: emotional spending, money can't buy happiness

How to Earn More from Investing in Yourself

November 9, 2016 By Katie Brewer

You can have excellent savings, a rewarding career, a healthy retirement account, and a well-rounded portfolio and still feel trapped. If you're working hard on growing in your job, or investing time in your relationships with loved ones, it can be easy to forget about the most beneficial thing to invest in: you. You are your greatest asset. If you should lose your job, or suffer a serious Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing Tagged With: investing in yourself, personal development

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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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