Money Tip – 3 Buckets of Money

Money Tip – 3 Buckets of Money

Posted by MainStreet Team on May 3, 2021
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We get this question asked by our clients all the time: “How do I create a framework for my money? I don’t where to start!” Our financial advisor, Rachel Clawson discusses a simple concept of the 3 Buckets of money. First, it’s important to determine your short-term, midterm, and long-term goals. Watch the video to learn another money tip!

MainStreet Team
MainStreet Team
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MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

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