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You are here: Home / Archives for Insurance

Open Enrollment: How to Prepare

September 10, 2025 By Katie Brewer

Fall is here – have you reviewed your benefits yet? At most companies, open enrollment happens during the last 4-6 months of the year. This is when employees can change their workplace benefits, or enroll in new ones.  In a survey by AFLAC, 92 percent of respondents said that they opted for the same benefits year after year. Choosing the same benefits as last year might be common, but that Continue Reading

Filed Under: Employee Benefits, Insurance, Open Enrollment Tagged With: open enrollment

Life Insurance: Do You Have the Right Coverage?

August 31, 2021 By Katie Brewer

life insurance

Life insurance can be confusing, misleading or flat-out intimidating for a lot of people. It’s no wonder that only about 54 percent of Americans have some kind of life insurance coverage. Open enrollment kicks off in the fall for most companies, so now is the perfect time to evaluate your life insurance status, and make sure you have the coverage you need. What is Life Insurance? Life insurance Continue Reading

Filed Under: Insurance Tagged With: life insurance, permanent insurance, term insurance

Why Physicians Need Disability Insurance

April 19, 2019 By Katie Brewer

If you rely on your income to support yourself and your family, disability insurance is a smart investment. More than half of the people in the U.S. workforce don’t have any disability insurance coverage, but one in four of today’s young workers will become disabled before retirement. If you did become disabled and weren’t able to work, a disability insurance policy would provide a monthly Continue Reading

Filed Under: Insurance Tagged With: disability coverage, disability insurance, physicians

The Best Financial Gifts to Give Your Loved Ones

February 7, 2018 By Katie Brewer

Best financial gifts for loved ones

  What are you giving your valentine this year? Most people opt for candy, flowers or reservations at a nice restaurant. Unlike chocolate and roses, there are some financial gifts that show your love while truly standing the test of time. Here are some of the best financial gifts you can give to show someone you care: Life Insurance If you have loved ones that depend on you and your Continue Reading

Filed Under: Estate Planning, Financial Planning, Insurance, Kids Tagged With: estate planning, financial gifts, life insurance

Your Guide to Open Enrollment

September 5, 2017 By Katie Brewer

Open enrollment

September is here, which means open enrollment season is here again. This is your chance to review your benefits, increase your coverage or cut back on areas that may not be serving you. If you’ve muddled through your benefits in the past, then this is a new opportunity to understand your benefits and customize them to your needs. If not much has changed over the past year, it might be fine to Continue Reading

Filed Under: Insurance, Retirement Tagged With: company benefits, insurance, open enrollment, retirement

Reviewing Employee Benefits for Open Enrollment

August 22, 2016 By Katie Brewer

It may still be summer, but open enrollment is just around the corner! Chances are you haven't read all the details of your employee benefits. It's important to understand what benefits you might be able to take advantage of. This year, take the time to review your options and feel confident when open enrollment rolls around. This is especially critical if you've had major changes within your Continue Reading

Filed Under: Employee Benefits, Insurance, Retirement Planning Tagged With: employee benefits, insurance, open enrollment, retirement plan

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

The Importance of Disability Insurance for Working Professionals

June 12, 2015 By Katie Brewer

Do you have disability insurance? If so, have you reviewed what's covered in your policy? If you don't have disability insurance, do you know how important it is to your financial future? Disability insurance is one of the most overlooked pieces of coverage. Most Americans don't have it, and they need it. In this post, you will learn why disability insurance is so important for working Continue Reading

Filed Under: Employee Benefits, Financial Planning, Insurance Tagged With: disability coverage, disability insurance, disability policies

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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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