Tuttle Wealth

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Tuttle Wealth Holistic Planning for Individuals, Families and businesses. Fee based Wealth Management, Insurance and Fee Only Consulting Holistic Financial Planning

📈 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/

🏠 When did you last compare quotes on your home and auto insurance?Rates and coverage change, and so do your needs. A qu...
10/25/2026

🏠 When did you last compare quotes on your home and auto insurance?
Rates and coverage change, and so do your needs. A quick review can reveal savings or gaps in your coverage.
✅ Today’s step: get a few quotes and ask about discounts for bundling, long-term loyalty, or your profession or membership (AAA, veteran, or small business owner, for example). Compare coverage, not just price.
🔗 Learn more: https://tuttlewealth.com/evaluating-and-comparing-homeowners-insurance-policies/

Week 3 · Grow & Protect Your Wealth

🌿 Weekend challenge: try a no-spend day.For 24 hours, spend nothing beyond what’s already scheduled. Cook from the pantr...
10/24/2026

🌿 Weekend challenge: try a no-spend day.
For 24 hours, spend nothing beyond what’s already scheduled. Cook from the pantry. Take a walk. Find the movie you already own.
💡 It’s not about deprivation. It’s about noticing how often you spend on autopilot, and finding what you already have.
🔗 Learn more: https://tuttlewealth.com/financial-selfcare-earning-saving-and-investing/

💳 Your credit limit is how much the bank lets you spend. It doesn’t have to be what you spend.✅ Today’s step: pick your ...
10/23/2026

💳 Your credit limit is how much the bank lets you spend. It doesn’t have to be what you spend.
✅ Today’s step: pick your own monthly spending limit for each credit card, ideally an amount you can pay off in full. When you hit it, put the card back in the drawer and shift into repayment.
🔒 This simple boundary keeps the card working for you.
🔗 Learn more: https://tuttlewealth.com/borrowing-options-credit-cards/

We are honored to be nominated for Best of Georgia by the Georgia Business Journal.At Tuttle Wealth Partners, we are gra...
10/23/2026

We are honored to be nominated for Best of Georgia by the Georgia Business Journal.
At Tuttle Wealth Partners, we are grateful for the opportunity to serve individuals, families, and businesses with thoughtful financial guidance.
Voting is now open, and your support means a great deal to us.
Vote here: https://gbj.com/brookhaven/financial-insurance-services/tuttle-wealth-partners
*No compensation given or received for advertised third-party ranking.

🛍️ Need it, or want it?Both are fine. Knowing the difference keeps your spending aligned with your goals.⏳ Try the 30-da...
10/22/2026

🛍️ Need it, or want it?
Both are fine. Knowing the difference keeps your spending aligned with your goals.
⏳ Try the 30-day rule. Before buying something bigger that you want but don’t need, wait 30 days. If you still want it after a month, you’ll know it’s a considered decision. If the urge fades, you’ve kept that money working for you.
✅ Today’s step: write down one thing you’re tempted to buy, along with today’s date.
🔗 Learn more: https://tuttlewealth.com/balancing-debt-and-life/

💳 Do you know the interest rate on each debt?A lower rate means more of each payment goes to the balance instead of inte...
10/21/2026

💳 Do you know the interest rate on each debt?
A lower rate means more of each payment goes to the balance instead of interest. Depending on your credit, it may be worth looking into refinancing a loan or calling your credit card company to ask for a lower rate.
✅ Today’s step: list each debt with its balance and interest rate, highest rate first.
🔗 Learn more: https://tuttlewealth.com/reducing-the-cost-of-debt/

🧮 Do you know your debt-to-income ratio?Your debt-to-income ratio (DTI) compares your monthly debt payments to your mont...
10/20/2026

🧮 Do you know your debt-to-income ratio?
Your debt-to-income ratio (DTI) compares your monthly debt payments to your monthly income. Lenders review it when you apply for a mortgage or loan.
📊 Here’s the math:
DTI = (Total monthly debt payments ÷ Gross monthly income) × 100
Example: $1,800 in monthly debt payments ÷ $6,000 in gross monthly income = 30%
Many lenders prefer a DTI around 36% or lower, though requirements vary by lender and loan type.
✅ Today’s step: calculate yours. It’s one number that shows how much room you have in your budget.
🔗 Learn more: https://tuttlewealth.com/borrowing-options-how-a-loan-officer-makes-a-decision/

📊 Motivation comes and goes. Information stays.✅ Today’s step: write down every dollar you spend for the next seven days...
10/19/2026

📊 Motivation comes and goes. Information stays.
✅ Today’s step: write down every dollar you spend for the next seven days. Coffee, groceries, app purchases, everything. No judgment, just notes.
💭 At the end of the week, ask yourself what surprised you.
🔗 Learn more: https://tuttlewealth.com/the-spending-plan/

📅 Holiday gifts. Car repairs. A friend’s wedding. The annual pest control bill.None of these show up every month, but th...
10/18/2026

📅 Holiday gifts. Car repairs. A friend’s wedding. The annual pest control bill.
None of these show up every month, but they all show up eventually.
✅ Today’s step: look at the year ahead and list the expenses that don’t happen monthly. Add them up and divide by 12. Set aside that amount each month so these costs stop feeling like surprises.
🎁 With the holidays coming, this is a good week to start.
🔗 Learn more: https://tuttlewealth.com/cash-reserve/

Address

2970 Clairmont Road, Ste 940
Brookhaven, GA
30329

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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