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You are here: Home / Archives for Financial Planning

4 Ways to Put Your Bonus and Tax Refund to Work

February 10, 2015 By Katie Brewer

2014 is now a thing of the past. As we continue to creep into the New Year, companies are finalizing their new budgets, closing out their books from the previous year and (hopefully) paying annual bonuses. In addition, if you overpaid on taxes for the previous year, you may be receiving a tax refund. This is the time of year when clients come to see me with this “found” money and ask "What Continue Reading

Filed Under: Financial Planning

6 Ways to Enjoy Valentine’s Day Without Breaking the Bank

February 3, 2015 By Katie Brewer

Picture compliments of Morguefile

Valentine's Day is just around the corner. What do you have planned for the day of love? If your bank account is still recovering from holiday bliss, you may be hesitant about spending more money. The truth is you may not have to. Showcasing your love for that special someone with dinner at a nice restaurant, boxes of chocolate, and elegant flowers is nice, but it's also expensive. So often we Continue Reading

Filed Under: Financial Planning Tagged With: budget, saving money, valentine, valentine's day, valentine's day gifts

10 Tips for Staying on Budget in the New Year

January 27, 2015 By Katie Brewer

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Are you one of the many Americans who sets a money goal as your New Year's resolution? As a financial coach, many people come to me with money goals in mind, from paying off debt to saving money for retirement. The truth is many people may have the same goals, but everyone works towards achieving them differently. Sometimes managing personal finances can be overwhelming. With a bit of planning, Continue Reading

Filed Under: Financial Planning Tagged With: budget, emergency savings, goals, new year, resolution

3 Steps to Tackling Your Student Loans

January 21, 2015 By Katie Brewer

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Your education got you to where you are now, so it was probably a great investment in your future! If you graduated with student loan debt, you may feel like the financial odds are stacked against you, but the truth is student loans don't have to be painful. In fact, paying off student loan debt can help set the tone of good financial behavior. My advice as a financial coach is don't ignore Continue Reading

Filed Under: Financial Planning, Student loans Tagged With: #debtisnotforever, debt, financial planning, student loans

Money Concerns of The Millennial Next Door

January 15, 2015 By Katie Brewer

It seems like everywhere you turn today you hear something - good or bad - about millennials. Some people say they live for today without looking forward to the future and some say millennials expect too much financially without working for it. As a financial coach, I see both the strengths and weaknesses of millennials. According to a recent study by MoneyTips.com only 50% of those millennials Continue Reading

Filed Under: Financial Planning, Retirement Planning

New Year’s Resolutions for Your Money – And How a Financial Coach Can Help

January 6, 2015 By Katie Brewer

It's officially 2015 and what does a New Year bring?  New goals, of course. It's the time of the year when people download apps to help them set goals, make lists and set reminders to track the progress of their New Year's resolutions. A New Year is a fresh beginning; it's the time we get a second chance to learn from our past mistakes and look forward to a do-over. What's your New Year's Continue Reading

Filed Under: Financial Planning

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

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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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