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Save. Invest. Protect. Preserve.

Julie Rains

Finance meets real life: Investing to Thrive Today, Preserving What Matters for Tomorrow.

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Substack
PricingOnly free issuesPublishesWeekly
Issues169Founded4 years agoLast Issue9 days ago
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Artwork for Save. Invest. Protect. Preserve.

Latest Issues

When No News Is Bad News

Takeaways:

  • Silence may indicate your request is being processed, or your request has been abandoned.

  • Follow up can reveal what’s happening including problems you didn’t know existed. Only when you know about a problem can you ide...

9 days ago
2

The IRA Claim Stuck in a Privacy Loop

Takeaways:

  • In my experience, many employees at large firms handling estate-related matters prioritize protecting themselves over helping clients solve problems.

  • Essential beneficiary information and claiming processes are transpa...

15 days ago
3

The Quiet Wealth of Knowing What You Want

Takeaways:

  • Knowing what you want and considering your choices thoughtfully offers short-term and long-term payoffs.

  • Wealth isn’t built only through career luck or one big payout; it can also grow through steady investing and a ca...

23 days ago
3

When Spending Feels Better Than Saving

Takeaways:

  • When the future feels uncertain, spending now can feel more satisfying than saving for later.

  • Some spending secretly adds pressure. Some spending builds intangible assets, such as useful skills and stronger connections...

a month ago
3

When Possession Isn't Ownership

Takeaways:

  • Inheritance law and its application to real estate can be complex, so don’t hesitate to get legal advice on your situation as early as possible.

  • Never skip a title search and title insurance when buying or selling a pr...

a month ago
3

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  • Julie Rains

    Writer, investor, gardener. Sharing real-life stories on Investing to Thrive (R) Today and Preserving What Matters for Tomorrow.

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