Vanessa joined Adviser Investments in 2017. She is responsible for providing comprehensive and customized financial planning advice for the firm’s clients, and enjoys helping clients achieve their specific life goals. Vanessa is a 2015 graduate from the University of Dayton with a B.S. in finance and is a CERTIFIED FINANCIAL PLANNER™. She lives in Framingham with her wife and three cats.
Building up an emergency savings fund is crucial for your peace of mind and your bottom line! The amount of cash needed will vary depending on your monthly costs, income, risk tolerance and dependents—a good rule of thumb is to put away at least three to six months’ worth of expenses. The excess cash can be used to pay down debt, save for major purchases, contribute to your retirement accounts and invest in the market.
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