Bucket one
The Safety Bucket
This is the money you'll spend first. Its only job is to be there, in full, the moment you reach for it.
$120,000
This is the money you will actually spend first. Its only job is to be there, in full, whenever you reach for it.
This money’s job
Be available the moment you need it.
What that means
- Liquidity
- Principal stability
- Near-term spending
Where this sits
Any of these keep your principal stable and your money reachable. The choice between them is a matter of convenience and current yield, not of strategy.
Advisor Mode: tap to choose what this bucket will actually hold. With none selected the client sees all four as options.
This presentation is for discussion purposes and is not a recommendation to buy or sell any security or insurance product. Figures shown are estimates based on assumptions entered by your advisor and will differ from actual results.