Month: June 2023

  • June Newsletter – Getting in the zone this summer

    You know how in the movie Soul, 22 takes him to the “zone” room where people on Earth are in the middle of achieving their life’s purpose and quite literally are in “the zone?” Well, that’s how I feel when I help Millennial women figure their money stuff out. I love every part of it… […]

  • The Intermediate Bucket: A Smart Foundation for Wealth

    When it comes to financial planning, the Bucket Strategy has gained significant popularity for its practicality and effectiveness, but the intermediate bucket doesn’t get enough attention in my opinion. The Bucket Strategy involves dividing your savings into three buckets: short term, intermediate term, and long term. While the short and long-term buckets are widely recognized […]