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You are here: Home / Archives for Retirement Planning

5 Ways to Prepare for Early Retirement

April 12, 2017 By Katie Brewer

5 ways to prepare for early retirement

  Regardless of when you plan to retire, it is a major life step that takes significant planning and prep work. This is especially true if you plan on retiring early. Early retirement requires particularly aggressive saving because you have less time to set aside money for retirement, and more time you'll need to survive on those savings. 1.) Assess your current - and future - financial Continue Reading

Filed Under: Retirement Planning Tagged With: early retirement, retirement checklist

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

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

4 Things You Need To Know About IRAs

May 7, 2015 By Katie Brewer

Retirement may seem like it is a distant fuzzy target, but talk to any successful retired person, and they will tell you that it took a lot of planning and saving to reach financial independence. Financial independence is when you have enough money saved or invested to create a stream of income for you to live off of. You may or may not choose to work in retirement, but it will be because you want Continue Reading

Filed Under: Financial Planning, Retirement Planning Tagged With: IRA, retirement, Roth

A Millennial’s Guide to Balancing Multiple Money Goals

March 17, 2015 By Katie Brewer

ear Millennials, Should You Have More Than One Money Goal?

With student loans that need to be paid off, savings that have to be started and retirement goals that need to be planned, millennials may become overwhelmed with all the choices they have on how to spend their money. After entering the workforce full time, millennials need to make sure they’re making the most of their money. So herein lies the question -- what should millennials do with their Continue Reading

Filed Under: Financial Planning, Retirement Planning, Student loans Tagged With: budgeting, goal, millennial, negotiation, prioritizing, student loans

6 Ways Professionals Should Spend Their Money

February 24, 2015 By Katie Brewer

© Edyta Pawlowsha/ Dollar Photo Club

Do you feel like you’re always reading articles about what you shouldn’t spend money on? Well, this is not that kind of article! If you’re a professional, here are six things that might be worth your hard-earned cash. Several good suits and a good pair of shoes If you ever need to go on a job interview, or your profession often puts you in front of clients, you’ll need a few nice suits or Continue Reading

Filed Under: Financial Planning, Retirement Planning, Tax Tagged With: experiences, financial planning, insurance, retirement, tax, travel

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

4 Retirement Tips for Your 40s

December 2, 2014 By Katie Brewer

Dollar Photo Club I bahrialtay

Preparing for retirement can seem intimidating and stressful, but it doesn't have to be. By planning for retirement one small piece at a time, you can eliminate the stress many people experience in the months leading up to it. If you are in your 40s and looking for practical, tangible ways to ensure your retirement is secure, it’s time to begin looking at the big picture while also paying Continue Reading

Filed Under: Retirement Planning Tagged With: financial planning, investments, retirement

Choosing the Best Retirement Plan for You

August 26, 2014 By Katie Brewer

You may be enrolled in a retirement plan at work, but do you know how it really works? Have you heard about other plans from friends and feel unsure whether you should be doing something different? Do you work for a small company that doesn’t offer a retirement plan? In this column, you’ll learn the lingo, and how to distinguish among a Roth IRA, a traditional IRA, a 401(k), a Roth 401(k) and Continue Reading

Filed Under: Retirement 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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