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You are here: Home / Archives for Investing

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

Your Year-End Financial Checklist

December 18, 2015 By Katie Brewer

Your Year-End Financial Checklist

Managing your money to reach your financial goals is a never-ending activity. But as the end of the year approaches, there’s still time to make progress towards your yearly goals. Use this financial checklist to see if there's anything you can do before the end of the year. With the tax year winding to a close, a few moves might make a big difference.  1.  Review Your Year Every financial move Continue Reading

Filed Under: Financial Planning, Investing, Retirement Planning, Tax Tagged With: financial checklist, new years, year end planning. tax planning

Take the Guesswork Out of Your 401(k) Investments

October 21, 2015 By Katie Brewer

Take the Guesswork Out of Your 401(k) Investments

One of the easiest ways to build up a nest egg is to participate in a 401(k) plan. It’s automatic, it’s easy to set up, and your employer may even give you free money in the form of a company match. Participants can defer taxes until their later years in a Traditional 401(k) or pay taxes now and have tax free income in a Roth 401(k). About 52 million Americans invest in a 401(k) every Continue Reading

Filed Under: Employee Benefits, Investing

What You Need to Know About Restricted Stock Units

September 8, 2015 By Katie Brewer

Restricted Stock Units

Are you receiving restricted stock units from your employer, but you’re not sure what to do about them? If so, you’re not alone. Restricted stock units (RSUs) are complicated, and very few people know how to make the most of them. If you're a more visual learner, jump to the bottom of this blog post to watch our video on restricted stock units. Many technology companies like Google, Yahoo, Continue Reading

Filed Under: Employee Benefits, Investing, Tax Tagged With: restricted stock, restricted stock units, RSU, RSUs, taxation of RSU

Your Emergency Fund Should Be Boring

August 25, 2015 By Katie Brewer

Sometimes, financial success can be exciting. It’s exhilarating to finally get the raise you worked so hard for, buy your dream house, or take your long-awaited European vacation guilt-free. But some sound financial concepts are boring. Emergency funds are definitely snooze-worthy. After all, they are there to help you sleep soundly at night. Emergency funds provide a buffer to help you Continue Reading

Filed Under: Financial Planning, Investing Tagged With: cash, emergency fund, emergency savings, financial planning, rainy day fund

The 7 Deadly Sins of Investing

September 9, 2014 By Katie Brewer

There are a few investing blunders that many people make — mistakes that are detrimental to their overall investment strategies. As you put together your investment portfolio, whether it be within your 401(k) or in a brokerage account, make sure to avoid these Deadly Sins of Investing. If you're a more visual learner, jump to the bottom of this blog post to watch our video on the seven deadly Continue Reading

Filed Under: Investing

Investing So Your Money Grows

September 2, 2014 By Katie Brewer

When it comes to investing your money, you don’t need to be the Wolf of Wall Street or sign up for a trading course. However, you should know the basics, as well as a few of the finer points — and why your investing strategy might differ from a friend’s. In this post, you will learn about different types of investments, how to put together a balanced mix of those investments, and why it’s Continue Reading

Filed Under: Investing

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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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