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Money Concerns of The Millennial Next Door

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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

4 Retirement Tips for Your 40s

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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

Choosing the Best Retirement Plan for You

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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

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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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