THE PIGGY BANK BUCKET STRATEGY 🐷🪣

Last night I was asking my Kindergartener when will she learn to read so she can help me work. I said I’d pay her $1 for her help.

She went on to explain to me how she would put the bills into her piggy bank and save as follows:

🐷 #1 - Immediate Needs 👉 Candy 🍭
🐷 #2 - Short Term Goals 👉 Toys 🧸
🐷 #3 - Long Term Goals 👉 College 🎓

How might these Piggy Bank Buckets look for you⁉️

🪣 #1 - Immediate Needs 👉 Emergency Fund 💰
🪣 #2 - Short Term Goals 👉 House 🏠, Vacation 🌍, Major Purchase ⛵️
🪣 #3 - Long Term Goals 👉 College 🎓, Retirement 🏖

What Investments are appropriate to fill these buckets⁉️

🪄🪄🪄 This is where the magic of having a PLAN 📝 and ADVISOR 🧠 really make a difference.

Let’s fill your buckets❗️

💬👇

#financialplanning #future #management #technology