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You are here: Home / Archives for Retirement Planning

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 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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