Your Richest Life

  • Home
  • About
    • FAQ
  • Services
    • Professionals & Families
    • 401(k) & Retirement Plans for Small Businesses
  • Schedule
  • Press
  • Speaking
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Archives for Retirement

Should You Save for Retirement or Pay Off Student Loans?

August 29, 2018 By Katie Brewer

Save for retirement or pay off student loans

If you’ve got student loans outstanding, it’s a common predicament - should you pay off those loans as quickly as possible first, or save for retirement? The short answer is this: save for retirement, usually. You can't use a loan to pay for your retirement. But I’ll break that down and explain why that’s important, and when you might want to focus on paying off debt instead: Save for Continue Reading

Filed Under: Retirement, Retirement Planning, Student loans Tagged With: pay off loans or retirement, save for retirement, save money or pay loans, student loans

Are your 401(k) Savings Enough?

February 27, 2018 By Katie Brewer

Is a 401(k) enough?

A 401(k) is a retirement savings plan offered by your employer. Employees make contributions out of their paycheck, usually automatically. Their employer may match that contribution up to a certain percentage. It’s a 40-year-old system that most people consider the foundation of their retirement plan. But too many people assume it will cover all of their expenses, and don’t look into what Continue Reading

Filed Under: Retirement, Retirement Planning Tagged With: 401(k), retirement savings, saving for retirement

Systems to Help You Hit Your Money Goals

January 24, 2018 By Katie Brewer

hit your money goals

It’s a few weeks into 2018; have you let your resolutions slide? If you did, you’re not alone. Most people’s resolutions don’t make it to February. It’s not that your money goals are unattainable, though there are ways to set better resolutions right from the beginning. The overall goal should not be your focus. The habits you put in place every day will make or break your success. So if Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Retirement Tagged With: achieving your goals, money goals, money resolutions

6 Financial Planning Moves for your 40s

November 7, 2017 By Katie Brewer

financial planning moves for 40s

  The financial planning moves that helped you build a foundation or support your family awhile ago may not be enough now that you’re in your forties. This decade might be the first time you really feel the pressure of a looming retirement, send your kids off to college, or debate downsizing your family home. Wherever you are in your forties, there are some universal money moves Continue Reading

Filed Under: Career & Lifestyle, Financial Planning, Investing, Retirement, Retirement Planning Tagged With: 40s money tips, financial planning in your 40s, investing, investing in your 40s

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

Life Stage Investment Tips to Grow Your Wealth

May 24, 2017 By Katie Brewer

Your investments should reflect who you are and where you are in life. They should be compatible with your risk tolerance, future goals and current needs. That means they also need to be somewhat fluid, so that your finances can grow and change as your life does. Are you on track for your current life phase? Here are some common life stage investment markers and what they mean for your Continue Reading

Filed Under: Retirement Tagged With: life stage investing, retirement, retirement plan

Let’s Connect!

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Receive Your Richest Life blog posts in your inbox.

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

My Tweets

My Tweets

Connect with Your Richest Life

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

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.

Address:

1008 Ridge Rd, Rockwall, TX 75087

Disclosures and Forms

2018 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

This site is published for residents of the United States only. Your Richest Life may only conduct business with residents of the states and jurisdictions in which Your Richest Life is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Your Richest Life, LLC. Your Richest Life, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

Copyright © 2019 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in