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You are here: Home / Archives for Goals

Mid-Year Goals Reflection: Revisiting Your Money Goals for the Year

May 29, 2025 By Katie Brewer

As the summer heats up, many of us start to cool on the goals we set for the year. By this point of the year, it’s common to start falling back on old habits instead of taking intentional action.  But if you want to finish the year strong, you can still channel some of that New Year energy and work toward your top financial goals. Here is how to do a mid-year goals reflection to help you get Continue Reading

Filed Under: Goals Tagged With: goals, mid-year goals, summer goals

Check in with Your Financial Goals this Summer

June 3, 2024 By Katie Brewer

For many of us, the financial goals we set in January are a distant memory by June. That New Year enthusiasm can become dulled by the stress and reality of everyday life.  But you don’t need to wait until next New Year’s to get excited about your goals again. Summer is the perfect time to get reacquainted with your goals, and see if you need to make any changes to get back on track. Checking Continue Reading

Filed Under: Goals Tagged With: budgeting, financial goals, summer goals

Get Ahead on Your Financial Goals This Summer

May 31, 2023 By Katie Brewer

As we approach the summer, it can be difficult to stay on track with your financial goals. It’s been several months since you made your goals for the year, so it might be time to get reacquainted with them. The good news is that summer is the perfect time to assess where you’re at, and make a plan for the rest of the year. Plan Out Your Summer Fun Summer can be a fun, busy time of year, full Continue Reading

Filed Under: Goals Tagged With: financial goals, summer goals

Improve Your Money Mindset for the New Year

December 19, 2022 By Katie Brewer

Every new year kicks off with renewed hope and expectations for the year ahead. We make resolutions, create vision boards, start new systems…that we eventually forget about.  If you tend to fall off the wagon year after year, or you’re feeling behind on your goals, you might want to take a look at your mindset. “Mindset” is defined as an established set of attitudes, or the beliefs you hold Continue Reading

Filed Under: Goals Tagged With: goals, mindset, money mindset, new year

Resolutions for the New Year: 5 Great Ideas and How to Implement Them

December 15, 2021 By Katie Brewer

new year

Every year, 80 percent of New Year’s resolutions fail by February. For most people, their goals for the new year barely last a month, let alone all year. So, how can you set resolutions that are among the achievable 20 percent? If you’re struggling to set goals, here are five ready-to-go resolutions that have staying power: Boost retirement savings If you haven’t changed how much you’re putting Continue Reading

Filed Under: Financial Planning, Goals Tagged With: goals, new year, new year resolutions, resolutions

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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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