Save. Invest. Protect. Preserve.
Julie RainsFinance meets real life: Investing to Thrive Today, Preserving What Matters for Tomorrow.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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julierains.substack.comLatest Issues
Align Desires with Documents
I’ve been developing a conference presentation on how pieces of advice I received while settling an estate were often technically accurate but didn’t consider the holistic responsibilities of the executor, leading me to research on my own t...
How Will Your Executor Pay the Bills?
Takeaways:
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There’s often a time gap between a death and access to cash to pay bills.
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Various approaches to providing cash have advantages and disadvantages relating to availability, control, risks, and tax consequences.
I’ve...
Cash, Communication, and Capability: Preparing Your Family for an Estate
I recently had the opportunity to speak with Tony Steuer, Financial Preparedness Advocate on his podcast, Get Ready: Before Life Happens to talk about my experiences settling my dad’s estate.
Watch or Listen to the episode here: What It R...
When No News Is Bad News
Takeaways:
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Silence may indicate your request is being processed, or your request has been abandoned.
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Follow up can reveal what’s happening including problems you didn’t know existed. Only when you know about a problem can you ide...
The IRA Claim Stuck in a Privacy Loop
Takeaways:
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In my experience, many employees at large firms handling estate-related matters prioritize protecting themselves over helping clients solve problems.
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Essential beneficiary information and claiming processes are transpa...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Save. Invest. Protect. Preserve. .
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Writer, investor, gardener. Sharing real-life stories on Investing to Thrive (R) Today and Preserving What Matters for Tomorrow.
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