Susan's ScoopIt's Almost Done! I know I’ve been teasing cabin updates for a while, and we are almost done with the refresh of our mountain cabin in East Tennessee! (We’d be completely finished if it weren’t for the blizzard that rolled through a few days ago. ❄️) I’m honestly so happy with how it turned out. Our designer, Anya Dykes with RAD Designs, was amazing and helped us transform the space into the “rustic modern” vibe we were going for, rather than the… let’s call it “Grandma chic” look we had before. 😉 All in, we spent about $15k, which covered new furniture, décor, appliances, cabinet painting, granite countertops, labor, and design fees. It feels like a totally new place. I’d love to hear what you think! What I'm Reading 📕 How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them by Barry Ritholtz I’m usually not a huge fan of books written by investment advisors, but this one honestly could have saved me a lot of headaches if it had existed 20 years ago when I first started investing. For once, the author is refreshingly honest about the fact that advisors and market forecasters have no idea what’s really going to happen, and when they do get it right, it’s usually more luck than skill. We talked about this in our Wealth Wednesday session yesterday: no one has a crystal ball. You can’t outsource your financial decisions to talking heads on TV or flashy predictions online. Your portfolio needs to be diversified and built around your risk tolerance and goals - not based on wild projections or market hype. Join us for free the first Wednesday of each month for an informative money conversation! Next Up: 2026 Real Estate Market Outlook In our February session we discussed the 2026 Stock Market Outlook, so in March we will go over the 2026 Real Estate Market Outlook! We will tell you EXACTLY what's going to happen and then try to sell you a bunch of products based on that. (Just kidding! As usual, we will give you an objective view of what's happening and help you make the best decisions for your own situation. 😊) When You're Ready, Here's How We Can HelpTax Strategy Package We’re now offering a Tax Strategy Package where you work directly with us. You’ll walk away with a customized roadmap designed to lower your tax burden, increase your take-home pay, and align your financial decisions with your long-term goals. Wealth By Design If you want to learn more about saving and investing strategies, be held accountable, have your questions answered, and get clear on your unique wealth plan, Wealth By Design might be just what you need. Free Strategy Session If you have questions, but you're not sure where to start, let's have a free call. Our free strategy session gives you the chance to share where you're stuck or curious, so we can guide you through some of your best options. |
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Susan's Scoop Granny's Getting Rich! The Great Wealth Transfer to Women There’s a really intriguing phenomenon happening right now; Baby Boomers have amassed great wealth, but the males are now dying off and older widowed women are set to come into over $40 trillion dollars over the next two decades. As Caitlin discussed in her newsletter last week, these are women who have historically been left out of the money conversations. These women couldn’t open their own bank accounts until the...
Susan's Scoop Is "Dying at Your Desk" a Valid Retirement Plan? I was out with a family friend recently when he casually mentioned that “one of my coworkers just died at his desk at age 84 – that’s my retirement plan too.” I’m sure I looked taken aback (I unfortunately have one of those very expressive faces that gives everything away 😬), and then stammered, “well, you are contributing to a retirement plan anyway, right?!” I’m guessing you know what the answer to that was. (No). This friend is...
Caitlin's Corner Can the AI Takeover Democratize Portfolio Management? There is a lot of fear right now about what AI is doing to human work. I don't know anyone who feels entirely immune. We don't know what our world will look like in less than 5 years, and it's rare that we feel that level of uncertainty at such a large scale. But I want to tell you about a piece of research that made me genuinely hopeful, because it highlights something I've been paying a lot of attention to: AI is already...