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You are here: Home / Archives for financial goals

3 Ways to Adjust Your Financial Plan During the Pandemic

April 30, 2020 By Katie Brewer

What goals did you set for your financial plan when 2020 started? Maybe you were going to max out your retirement accounts, contribute a certain amount each month to your kids’ 529 plans or pay off student loan debt.  One thing is certain in financial planning: There will always be changes. At some point, plans will change, emergencies will happen, markets will drop.  So whatever you had in mind Continue Reading

Filed Under: coronavirus, Financial Planning Tagged With: 2020, coronavirus, covid-19, financial goals

2020: Financial Goals for a New Decade

January 6, 2020 By Katie Brewer

financial goals

The twenties are back! And with them comes a chance to look at the upcoming decade and map out some long-term financial goals. What will your life look like 10 years from now? Where do you hope to be by 2030? The start of a new decade is an excellent opportunity to look not only at the upcoming year, but also at your long-term goals and what you hope to accomplish over the coming decade. One of Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, financial resolutions, money goals, new year goals, resolutions

How to Stay Motivated to Hit Big Financial Goals

September 30, 2018 By Katie Brewer

We all have financial goals we’d love to hit “someday” when we have more money. For you, that might be a new house, a car, a vacation or even an early retirement. Sometimes these goals sound so pie-in-the-sky enormous that you’re too intimidated to get started. But saving for anything means starting small, and taking that first step forward. Here’s what to do next time you’re feeling like giving Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, goal setting, money goals

Financial Goals: Summertime Review

June 7, 2017 By Katie Brewer

Financial Goals summertime review

Happy June! Does it feel like you were just setting your goals for 2017? More importantly, can you remember what those goals were? If you forgot about your financial goals for the year by Valentine's Day, you're not alone. Nearly every person who sets resolutions doesn't achieve them. But the year isn't over, and you still have time to make serious strides before the year's end. Or, if you Continue Reading

Filed Under: Career & Lifestyle, Financial Planning Tagged With: financial goals, financial resolutions, money goals, new years resolutions, resolutions

How to do a Mid Year Goals Check-In

July 13, 2016 By Katie Brewer

June has come and gone, and we are officially in the second half of 2016! Remember those goals you set for yourself back in January? Most people forget about those a few weeks into the new year. But if you want to stay on track with your goals and plans for the year, it's a good idea to take stock of how you're doing at the halfway point. Start here: 1. Reflect on Your Goals Take a look Continue Reading

Filed Under: Financial Planning Tagged With: financial goals, new years resolutions, setting goals

Tackling Financial Goals in the New Year

January 12, 2016 By Katie Brewer

Tackling Financial Goals in the New Year

If you’d like to make your money work for you, you probably have a few financial goals for the new year. I work with people every day who are working to do things like save for retirement, plan for college, and pay off their student loans. Accomplishing these financial goals is an important part of creating a secure financial future. But if you're not sure where to start or if you’ve tried and Continue Reading

Filed Under: Financial Planning Tagged With: automating finances, changing habits, financial goals, financial planning, habits, money goals, new years resolutions

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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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