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 […]
The most universal goal to save for is retirement, or as I like to call it, a “work-optional lifestyle,” so determining how to choose the right retirement account is crucial. Despite this type of investing account being the most prominent and the most talked about, the complexities of the types of accounts and the rules […]
Friends, as Women’s History month approaches, I’ve been researching a lot of statistics about women & wealth. One issue in particular that has my attention is the Gender Investing Gap. I know you’ve heard of the Pay Gap, but have you heard of the Investing Gap? Well, unlike the Pay Gap, the Gender Investing Gap […]
Step 2 of My 5-Step Roadmap Towards Building a Solid Wealth Foundation The 2nd most important part of any wealth foundation is ensuring you’re prepared when sh*t hits the fan. It’s impossible to build and grow your wealth without first figuring out how to build an Emergency Fund. If you are reading this blog post, […]
Step 1 of My 5-Step Roadmap Towards Building a Solid Wealth Foundation Re-Framing Your Debt Mindset When you ask the typical person about debt, most react negatively. “All debt is bad,” a lot of the so-called “experts” will say, but what if I told you that most wealthy people use debt as a tool to […]
There are only 65 Days left until the new year, but that is plenty of time to do some financial success prep for 2023 to set yourself up for financial success through the holidays and into the new year! Here are 9 things you do to save money through the holidays and start your year […]
