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You are here: Home / Archives for life insurance

Life Insurance: Do You Have the Right Coverage?

August 31, 2021 By Katie Brewer

life insurance

Life insurance can be confusing, misleading or flat-out intimidating for a lot of people. It’s no wonder that only about 54 percent of Americans have some kind of life insurance coverage. Open enrollment kicks off in the fall for most companies, so now is the perfect time to evaluate your life insurance status, and make sure you have the coverage you need. What is Life Insurance? Life insurance Continue Reading

Filed Under: Insurance Tagged With: life insurance, permanent insurance, term insurance

The Best Financial Gifts to Give Your Loved Ones

February 7, 2018 By Katie Brewer

Best financial gifts for loved ones

  What are you giving your valentine this year? Most people opt for candy, flowers or reservations at a nice restaurant. Unlike chocolate and roses, there are some financial gifts that show your love while truly standing the test of time. Here are some of the best financial gifts you can give to show someone you care: Life Insurance If you have loved ones that depend on you and your Continue Reading

Filed Under: Estate Planning, Financial Planning, Insurance, Kids Tagged With: estate planning, financial gifts, life insurance

Why Life Insurance is NOT an Investment

June 30, 2016 By Katie Brewer

why life insurance is not an investment

If you consider life insurance an investment, you're not alone. Permanent life insurance is often sold as an investment wrapped up in an insurance policy, but don't be too hasty to sign off on the dotted line on a certain product. There may be better options for you, and far better investments. Here's what you need to know before shopping for life insurance: If you're a more visual learner, Continue Reading

Filed Under: Employee Benefits, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning Tagged With: insurance, insurance as an investment, investing, is insurance a good investment, life insurance, permanent insurance, term life insurance, whole life insurance

Maximizing Employee Benefits During Open Enrollment

September 22, 2015 By Katie Brewer

Employee Benefits

If you’re like many of my clients, you remember how much you get paid every month. But when it comes to the details of your employee benefits, it’s easy to glaze over what’s in the fine print. Many employers offer great benefits, and you can protect your family and build wealth by taking advantage of them. Do you understand all that your employer has to offer? When the email comes about Continue Reading

Filed Under: Employee Benefits, Financial Planning Tagged With: benefits, disability insurance, employee benefits, health insurance, life insurance, open enrollment, retirement, retirement plan

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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 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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