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 forties

Estate Plan Moves for Your 40s

August 18, 2020 By Katie Brewer

  By the time you’re in your forties, you should have a pretty thorough estate plan in place. You might have kids and a spouse to think of, are more established in your career and typically have some assets to your name. Don’t panic if you’ve barely begun on your estate plan. It’s simple to put the basics in place, and you can fill in any gaps from there. That being said, if you’re missing Continue Reading

Filed Under: Estate Planning Tagged With: estate planning, financial planning, forties

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.

Disclosures and Forms

2020 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
1008 Ridge Rd, Rockwall, TX 75087

[footer_backtotop]

Copyright © 2021 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in