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7 Financial Planning Mistakes You Don’t Want to Make

November 25, 2014 By Katie Brewer

Death to Stock Photos

Becoming wealthy doesn’t mean you have to invent a billion dollar idea, become CEO of a company, or strike it rich. Even a meager salary can lead to long-term financial security if you make smart decisions along the way. However, you can just as easily derail your financial success if you make poor decisions and mistakes. Characteristics and Habits That Lead to Trouble Over the past few Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, estate planning, financial planning, insurance, investments, mistakes

Negotiating What You’re Worth

September 19, 2014 By Katie Brewer

The ability to successfully negotiate your salary, benefits and promotions will have a huge impact on your finances, both in the present and in the future. In this article, you will learn why negotiation is so important and how you can develop or  improve this important skill. Why is Negotiation Important? A study conducted by George Mason University and Temple University researchers found Continue Reading

Filed Under: Financial Planning

Budgeting Like a Pro in 6 Steps- Part 2

August 19, 2014 By Katie Brewer

We're covering the Six Steps that you should be taking if you're not quite sure where you money goes every month, or if you know you could be doing better with your budgeting. We covered Steps 1 and 2- how to identify where your money is going- in this article. This week, we'll cover how to plug the leaks in your budget, how to practice more mindful spending, and how to put your money to work in Continue Reading

Filed Under: Financial Planning

Budgeting Like a Pro in 6 Steps- Part 1

August 12, 2014 By Katie Brewer

Are you a responsible professional, but sometimes you feel as if your finances are off doing their own thing? Do you often wonder where your money is going but you don’t know where to start? If so, you’re not alone – and you need to read on. Putting good money management skills into place can be both challenging and overwhelming if you’ve never given it a second thought before. But if you want Continue Reading

Filed Under: Financial Planning

5 Financial Must-Haves for Gen X and Gen Y

July 28, 2014 By Katie Brewer

Gen X and Gen Y have an advantage that previous generations didn't — information is right there and easily accessible, 24 hours a day. The problem with having all of this information at your fingertips is that it makes it difficult to discern what is applicable to you and how you should use it. There are 5 important financial skills and topics that everyone in their 20s, 30s and 40s should Continue Reading

Filed Under: Financial Planning

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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 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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