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You are here: Home / Archives for Financial Planning

Financial Steps to Take After a Divorce

October 27, 2016 By Katie Brewer

  Going through a divorce brings massive change in nearly every part of your life. Even the most amicable divorce comes with its share of stress, difficult choices and unexpected emotions. So it's a good idea to make the transition as simple as possible for yourself. At a time when you'll be dealing with some turmoil, preparing for your life post-divorce can be a great tool to ease into Continue Reading

Filed Under: Financial Planning Tagged With: divorce, divorce and money, separation

4 Ways to Prepare Your Grad for Financial Success in College

August 4, 2016 By Katie Brewer

Financial Success in College

  Plenty of parents worry about paying for college - from tuition and books to dorm supplies and laptops. Whether you're footing the whole bill or none of it, some of the responsibility will fall on your child to achieve financial success in college. Here are some tips to help prepare them for living on their own and thriving financially in college: If you're a more visual learner, jump Continue Reading

Filed Under: Career & Lifestyle, College Planning, Financial Planning, Kids Tagged With: budgeting, college, finance for college students, kid going to college, student budget, teaching kids about money

Happy Second Birthday to Your Richest Life!

July 20, 2016 By Katie Brewer

Your Richest Life is two years old! It has been a challenging, exciting journey, one that is constantly evolving. Owning my own business has been a lot of work, but it's work I love and have fun with. Here are some of the highlights over the last year: I've had the honor of speaking at several professional women's conferences and organizations, including the Texas A&M Foundation Women, Continue Reading

Filed Under: Financial Planning Tagged With: financial planning, owning a business, your richest life, your richest life planning

How to do a Mid Year Goals Check-In

July 13, 2016 By Katie Brewer

June has come and gone, and we are officially in the second half of 2016! Remember those goals you set for yourself back in January? Most people forget about those a few weeks into the new year. But if you want to stay on track with your goals and plans for the year, it's a good idea to take stock of how you're doing at the halfway point. Start here: 1. Reflect on Your Goals Take a look Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, new years resolutions, setting goals

Why Life Insurance is NOT an Investment

June 30, 2016 By Katie Brewer

why life insurance is not an investment

If you consider life insurance an investment, you're not alone. Permanent life insurance is often sold as an investment wrapped up in an insurance policy, but don't be too hasty to sign off on the dotted line on a certain product. There may be better options for you, and far better investments. Here's what you need to know before shopping for life insurance: If you're a more visual learner, Continue Reading

Filed Under: Employee Benefits, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning Tagged With: insurance, insurance as an investment, investing, is insurance a good investment, life insurance, permanent insurance, term life insurance, whole life insurance

Buying a Car at the Right Price

June 8, 2016 By Katie Brewer

Buying a car at the right price

Buying a car is an expensive purchase for the American family, second only to buying a home. It makes up 13% of the average American’s yearly spending, according to the United States Department of Labor. With so much money on the line, buying a car can be a stressful experience. Here’s how to buy a car so you get the right price without all the fuss: Don’t Just Walk into the Dealership Buying a Continue Reading

Filed Under: Financial Planning Tagged With: buying a car, car, car shopping, new car, saving for a car

8 Money Books for New Grads

May 25, 2016 By Katie Brewer

Money books for high school grads

Graduation season is here! If you've got a student - or know one - who is graduating this spring, now is the perfect time to get them thinking about saving, budgeting and planning for their financial future. Here are some money books that would make great gifts for the grad in your life as they prepare the years ahead:   1. Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money Continue Reading

Filed Under: College Planning, Financial Planning, Kids, Student loans Tagged With: graduates, money books, new grad, preparing for college, student loan debt, student loans

Tips for Planning an Affordable Summer Trip

May 4, 2016 By Katie Brewer

affordable summer trip

If you've been dreaming of a summer getaway, now is the time to put those plans in motion! The kids are out of school, the days are longer, and everyone is up for a break. If your affordable summer trip is a weekend away to visit family or a two-week European excursion, you're still going to need to consult the numbers first. Here's how to plan a vacation that will keep your budget in Continue Reading

Filed Under: Financial Planning, Kids Tagged With: budget trips, planning a vacation, summer vacation, trip budget, vacation, vacation budget

An Easy Budget to Build Wealth

March 1, 2016 By Katie Brewer

Easy Budget

We all know what we have to do to build wealth: spend less and save more. But it can be tough to know what to do on a daily basis to build wealth. It’s fine to have take-out sometimes, but can you afford take-out tonight? Or do you need to save the money for something else? A budget can help you stay on track. A budget can help you make wise spending decisions, but most of us find living by a Continue Reading

Filed Under: Financial Planning

Tackling Financial Goals in the New Year

January 12, 2016 By Katie Brewer

Tackling Financial Goals in the New Year

If you’d like to make your money work for you, you probably have a few financial goals for the new year. I work with people every day who are working to do things like save for retirement, plan for college, and pay off their student loans. Accomplishing these financial goals is an important part of creating a secure financial future. But if you're not sure where to start or if you’ve tried and Continue Reading

Filed Under: Financial Planning Tagged With: automating finances, changing habits, financial goals, financial planning, habits, money goals, new years resolutions

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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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