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New Physician Financial Success Tips

May 16, 2023 By Katie Brewer

After years of medical school, training and a lower salary, it can be jarring to finally get settled into a position (and a higher income.) As a new physician, you’ll have to adjust your mindset and your habits to manage your money effectively. Here are some tips for successful money management when you graduate from a resident or a fellow to a practicing physician: New Physician Financial Continue Reading

Filed Under: Physicians, Uncategorized Tagged With: doctor finances, new physician, physician finances

Why You Should Consider a Roth Conversion in 2020

November 17, 2020 By Katie Brewer

roth conversion

For so many people, their incomes took a hit in 2020. Layoffs, furloughs, cut hours....almost every family was affected in some way. Now the year is wrapping up, you might be feeling anxious about going into another year of uncertainty.  One way to take advantage of the current climate and do something that will benefit you in the future is to convert your IRA to a Roth IRA before the year Continue Reading

Filed Under: Uncategorized Tagged With: roth conversion, Roth IRA, traditional IRA

Katie Brewer, CFP® Has Been Named as One of D Magazine’s “2019 Best Financial Planners in Dallas”

November 15, 2019 By Katie Brewer

Katie Brewer D Magazine

  DALLAS AND FORT WORTH, TEXAS | NOVEMBER 15, 2019 Katie Brewer, CFP® has been named as one of D Magazine’s “2019 Best Financial Planners in Dallas” for the fifth year in a row. Katie Brewer is the owner of Your Richest Life, a fee-only financial planning company helping mid-career physicians, attorneys and other high-income earners take charge of their financial lives. This distinction is Continue Reading

Filed Under: Uncategorized

Last Minute Financial Holiday Gifts

December 20, 2016 By Katie Brewer

  It's Christmas week! And for most people, there are still a couple names on their to-buy-for list. If you're strapped for time and want to give someone a gift with a financial twist, here are some of our favorite holiday gifts that go beyond cash: Money Magazine Subscriptions or Finance Books Financial reading material is perfect for everyone - regardless of their life stage - because Continue Reading

Filed Under: Uncategorized Tagged With: christmas gifts, holiday gifts, holidays, money gifts

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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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