Imagine you're on a trip. You have a suitcase that you checked with the airline, a carry-on that you put above you, and a personal bag that you keep underneath the seat in front of you. You separated your items based on when you'll need them during the flight. The same should go with your investment buckets!  

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com