Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • 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 budgeting

Busting Top Budget Myths

October 13, 2020 By Katie Brewer

Anytime there’s a big change in your home, family or career, it’s a good time to look at the foundation of your financial plan: your budget. Everyone needs a budget. It doesn’t matter how much or how little you earn, or how boring it sounds - you do need one! I want to break down some of the biggest budget myths I hear about, and maybe convince you that it’s well worth your time and energy to Continue Reading

Filed Under: Financial Planning Tagged With: budget, budget myths, budgeting

4 Ways to Prepare Your Grad for Financial Success in College

August 4, 2016 By Katie Brewer

Financial Success in College

  Plenty of parents worry about paying for college - from tuition and books to dorm supplies and laptops. Whether you're footing the whole bill or none of it, some of the responsibility will fall on your child to achieve financial success in college. Here are some tips to help prepare them for living on their own and thriving financially in college: If you're a more visual learner, jump Continue Reading

Filed Under: Career & Lifestyle, College Planning, Financial Planning, Kids Tagged With: budgeting, college, finance for college students, kid going to college, student budget, teaching kids about money

Living a Richer Life with Gratitude

December 2, 2015 By Katie Brewer

It’s human nature to set your sights a little bit bigger time after time. We set goals to become stronger, faster, smarter and wealthier. We're always trying to get a little better bit by bit. But when it comes to money, always wanting more will mean that you'll never have enough. It’s hard to be in a place of satisfaction and gratitude when there’s a desire for more. Evaluate Where You've Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, lifestyle creep, lifestyle inflation, living a richer life, overspending

Choosing the Best Financial Planner for You

May 27, 2015 By Katie Brewer

Whether you're a recent graduate or a seasoned professional, a single person living in the big city or a family living in the suburbs, you could most likely use the advice of a financial planner. A big misconception is that financial planners only manage the big bucks of the country's wealthiest people, but that couldn't be farther from the truth. The trick is to find the best financial planner Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, emergency savings, financial planning, Gen X, insurance, investments, millennials, prioritizing, student loans

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

7 Financial Planning Mistakes You Don’t Want to Make

November 25, 2014 By Katie Brewer

Death to Stock Photos

Becoming wealthy doesn’t mean you have to invent a billion dollar idea, become CEO of a company, or strike it rich. Even a meager salary can lead to long-term financial security if you make smart decisions along the way. However, you can just as easily derail your financial success if you make poor decisions and mistakes. Characteristics and Habits That Lead to Trouble Over the past few Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, estate planning, financial planning, insurance, investments, mistakes

Let’s Connect!

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

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

Connect with Your Richest Life

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

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.

Disclosures and Forms

2023 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
500 N Central Expy, Ste 500, Plano, TX 75074

[footer_backtotop]

Copyright © 2023 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in