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Refreshing Your Portfolio for the Best Growth

January 19, 2017 By Katie Brewer

It's a good idea to check your portfolio at least once a year to make sure it aligns with your financial goals. If you're like many investors, you look closely at your next move but forget to assess the big picture. Here are some tips to shape up your portfolio: Get a clear idea of your investments You can't make sure your portfolio is balanced if you don't understand how your investments Continue Reading

Filed Under: Investing Tagged With: balancing portfolio, bonds, investments, portfolio, retirement, stocks

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

4 Retirement Tips for Your 40s

December 2, 2014 By Katie Brewer

Dollar Photo Club I bahrialtay

Preparing for retirement can seem intimidating and stressful, but it doesn't have to be. By planning for retirement one small piece at a time, you can eliminate the stress many people experience in the months leading up to it. If you are in your 40s and looking for practical, tangible ways to ensure your retirement is secure, it’s time to begin looking at the big picture while also paying Continue Reading

Filed Under: Retirement Planning Tagged With: financial planning, investments, retirement

7 Financial Planning Mistakes You Don’t Want to Make

November 25, 2014 By Katie Brewer

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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

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Katie Brewer - Certified Financial Planner

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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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