Faye Sykes- President of Wealth Management at Tuttle Wealth

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Faye Sykes- President of Wealth Management at Tuttle Wealth Holistic Wealth Manager

Some of the most important family financial conversations are also the easiest to postpone.Where would a parent prefer t...
11/02/2026

Some of the most important family financial conversations are also the easiest to postpone.
Where would a parent prefer to receive care? Who would help manage the bills? What resources could pay for professional care if it became necessary?
These questions are harder to answer in a hospital waiting room. Asked earlier, they leave time to learn someone's wishes, find missing documents, and compare options without pressure.
Our article walks through five financial conversations that can help families prepare:
https://tuttlewealth.com/the-financial-conversations-families-should-have-before-a-care/

November is National Family Caregivers Month, a time to recognize the people who care for loved ones while managing thei...
11/02/2026

November is National Family Caregivers Month, a time to recognize the people who care for loved ones while managing their own work, finances, and future plans.
This year's theme from Caregiver Action Network, Care Connects Us, reflects something most caregivers already know: care rarely involves just one person, and it often spans more than one generation.
All month, Tuttle Wealth Partners will share resources on five areas of family care planning: care preferences, costs, caregiving roles, decision-making, and family legacy.
Explore our family care planning resources:
https://tuttlewealth.com/family-care-conversation-guide/

📅 Financial Wellness Challenge | Schedule Your Next Check-In🎉 You made it!Throughout Financial Planning Month, we've exp...
10/31/2026

📅 Financial Wellness Challenge | Schedule Your Next Check-In
🎉 You made it!
Throughout Financial Planning Month, we've explored practical ways to strengthen your financial foundation, from understanding your net worth and managing debt to saving for retirement and protecting what matters most.
But financial wellness doesn't end when October does.
✅ Today's challenge: Schedule your next financial check-in.
Set aside time three to six months from now to:
✅ Review your financial goals and progress.
✅ Revisit your budget, savings, and debt.
✅ Evaluate whether your investments and protection strategies still align with your needs.
✅ Make adjustments as your life and priorities change.
Financial planning isn't a one-time task. It's an ongoing process that evolves with you.
✨ Dream It. Plan It. Live It.
🔗 Learn more: https://tuttlewealth.com/investing-for-major-financial-goals/

🛡️ Has your life changed since you last reviewed your insurance?A new home, a new baby, a raise, or a growing business c...
10/30/2026

🛡️ Has your life changed since you last reviewed your insurance?
A new home, a new baby, a raise, or a growing business can mean the coverage that fit a few years ago no longer does.
✅ Today’s step: list your current life, disability, health, and property policies and the coverage amount on each. Then ask whether those numbers still match your life today.
💡 Not sure where to start with life insurance? Our Life Insurance Needs Checkup walks you through a few quick questions to help you think it through.
🔗 Try it: https://tuttlewealth.com/life-insurance-needs-checkup/

AI infrastructure spending is accelerating. But who ultimately captures the profits?As major technology companies expand...
10/30/2026

AI infrastructure spending is accelerating. But who ultimately captures the profits?
As major technology companies expand their AI capabilities, the economics of the companies supplying that infrastructure are changing.
This week's News vs. Noise examines SpaceX's move to manufacture certain critical components internally, NVIDIA's push toward standardized hardware designs, and what these developments could mean for supplier competition and profitability.
We also look at the potential SpaceX–Tesla merger and why Anthropic's proposed IPO valuation tells only part of the financial story.
For investors, the distinction matters: growing demand doesn't automatically translate into stronger profit margins.
Read this week's analysis:
https://tuttlewealth.com/news-vs-noise-pressure-on-ai-suppliers/

How SpaceX’s in-house manufacturing and NVIDIA’s open hardware designs could reshape the AI supply chain, plus merger talks and Anthropic’s IPO.

🏡 Estate planning isn’t only for the wealthy.A will names who receives your assets and, if you have young children, who ...
10/29/2026

🏡 Estate planning isn’t only for the wealthy.
A will names who receives your assets and, if you have young children, who you want to care for them. Without one, the state may decide.
📜 A will decides who receives what you leave. Life insurance can help make sure there’s enough to leave.
✅ Today’s step: If you have a will, check when you last updated it. If you don’t have one, write down the three decisions you’d most want it to cover. Then use our Life Insurance Coverage Calculator to get a rough idea of what your family might need.
Every family’s needs are different. We’re happy to help you think through yours alongside your attorney.
🔗 Try it: https://tuttlewealth.com/life-insurance-coverage-calculator/

There is still time to vote for Tuttle Wealth Partners in the Best of Georgia awards.We are proud to be nominated in the...
10/29/2026

There is still time to vote for Tuttle Wealth Partners in the Best of Georgia awards.
We are proud to be nominated in the Financial & Insurance Services category and grateful for the support of our community.
Voting closes October 31, 2026.
Vote here: https://gbj.com/brookhaven/financial-insurance-services/tuttle-wealth-partners
*No compensation given or received for advertised third-party ranking.

👨‍👩‍👧‍👦 When did you last look at who’s named on your accounts?Beneficiary designations often get set once, on your firs...
10/28/2026

👨‍👩‍👧‍👦 When did you last look at who’s named on your accounts?
Beneficiary designations often get set once, on your first day at a new job or when you open an account, and then forgotten. Marriage, divorce, a new baby, or a family loss can mean those names no longer match your wishes.
✅ Today’s step: pull up your retirement accounts, life insurance, and bank accounts, and check who’s listed.
📋 A beneficiary form usually overrides a will, so it’s worth a few minutes. If you’re not sure how this applies to your situation, we’re happy to talk it through.
🔗 Learn more: https://tuttlewealth.com/beneficiary-designations/

🏖️ How much might you need for retirement?One common rule of thumb starts with your expenses:🧮 Target savings ≈ 25 × you...
10/27/2026

🏖️ How much might you need for retirement?
One common rule of thumb starts with your expenses:
🧮 Target savings ≈ 25 × your expected annual expenses in retirement
Example: $60,000 a year in expenses × 25 = $1.5 million
It’s a starting point, not a plan. Social Security, pensions, taxes, health care, and when you retire all change the picture.
✅ Today’s step: estimate what you’d spend in a retirement year. That one number gives the rest of your planning something to work from.
Everyone’s picture is different. If you’d like help putting real numbers to yours, we’re here.
🔗 Learn more: https://tuttlewealth.com/creating-a-retirement-strategy/

📈 Week 3: growing and protecting what you’ve built.💼 Two quick checks on your workplace retirement plan:Does your employ...
10/26/2026

📈 Week 3: growing and protecting what you’ve built.
💼 Two quick checks on your workplace retirement plan:
Does your employer match contributions? Many employers match your contributions up to a set percentage of your pay. Contributing less than that amount means you're leaving part of the benefit on the table.
When did you last increase your contribution? Even 1% more can add up over time, and you may barely notice it in your paycheck if you time it with a raise.
✅ Today’s step: Log in to your plan and check your contribution rate and your employer’s matching formula.
🔗 Learn more: https://tuttlewealth.com/understanding-traditional-401k-plans/

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30329

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