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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

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: birthday, 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

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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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