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 […]
This month, I’ve been fielding all of your most burning questions about getting started with investing, and there are a wide range! Everything from ‘where the heck do I even start’ to more strategic questions like ‘should I pay extra for investment advice for my 401(k)?’ In this blog post, I navigate them all! What […]
