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You are here: Home / Archives for Holidays

Your Richest Life Celebrates 11 Years

July 14, 2025 By Katie Brewer

Eleven years ago, I took a chance on my vision for a more personal, accessible approach to financial planning for professionals. That plan was the foundation for Your Richest Life, and the journey has taught me more than I ever could have imagined. As I’ve helped my clients navigate their finances, I’ve learned that it’s about so much more than money. Behind the numbers are very human goals, Continue Reading

Filed Under: Holidays Tagged With: birthday

Your Guide to a Financially Healthy Holiday Season

November 12, 2024 By Katie Brewer

The holidays may be joyful, but if you’re not careful with your spending, they can also leave you with a sense of dread and regret. In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. The good news is that number has come down over the past couple of years, falling to its lowest number since 2017.  But holiday spending is still a struggle for Continue Reading

Filed Under: Holidays Tagged With: holiday budget, holiday season, holiday spending

Five Ways to Spring Clean Your Finances

March 26, 2024 By Katie Brewer

Warmer days have many of us wanting to refresh our spaces and clear out the clutter. But while you’re cleaning up your home and minimizing unnecessary stuff, don’t forget to spring clean your finances, too.  Taking some intentional time to organize your financial life can have major benefits all year long. Here are some tips to take advantage of the season and get your money under control: 1. Continue Reading

Filed Under: Financial Planning, Holidays Tagged With: get organized, spring clean your finances, spring cleaning

Valentine’s Day Roundup: Couples and Finances

February 13, 2024 By Katie Brewer

Most couples celebrate Valentine’s Day with cards, flowers, candy and romantic dinners. They typically aren’t reviewing their finances over a candlelit dinner and glasses of wine. Even if you don’t invite your budget to your Valentine’s Day celebration, this is still a great time to take a closer look at what role finances play in your relationship. Couples and Finances: Your Money Personality Continue Reading

Filed Under: Family, Holidays Tagged With: couples, relationships, valentine's day

The Year End Financial Data You Need

December 8, 2023 By Katie Brewer

On top of the very busy holiday season, the end of the year also comes with many deadlines for your finances. One way to make checking off your to-dos a little easier is to gather all of the financial data and information you need ahead of time, so you’re not left scrambling the last few days of December. Year End Financial Data: Look into your Flexible Spending Account (FSA) balance FSAs come Continue Reading

Filed Under: Holidays Tagged With: end of the year, financial data, new year, new year prep

How to Stay on Track During the Holiday Season

November 22, 2023 By Katie Brewer

At the end of the year, there’s a trend that happens for many people: a much more relaxed approach to spending and budgeting. For a lot of people, by the time the holidays roll around, they’ve already fallen off track with their finances. So instead of pulling back, they start overspending on gifts, travel and other holiday expenses, with the idea that they’ll fix things in the new Continue Reading

Filed Under: Holidays Tagged With: budgeting, end of the year, holiday season, holiday spending

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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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