What The Elle - 🔆 Highly anticipated summer fun

Plus, healing girl collabs, a vacation budget spreadsheet, and more.
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Ellevest
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SUMMER PLANS

Hours of joyful, highly anticipated fun

Hi, Summer You.

You’re likely tapped into that version of you whose financial habits fall somewhere in between Vacation You and Regular You. It’s not quite anything goes, but it does make more frequent allowances than usual (like increasing your croissant budget).

Summer You wants to have an ideal summer. To mix highly anticipated plans like getaways and Michelin reservations with moments no one could have planned. Why not rent the Vespa? Yes, let’s move along to a karaoke bar. Of course I’ll sign up for your local flower CSA.

Deep down, Summer You knows that every season comes with tradeoffs big and small. And those tradeoffs have a financial impact — it’s just harder to visualize what that is with heart-shaped sunglasses on.

Our certified financial planners can help. Spend some time chatting with them, learning how to plan confidently, then spend the rest of your summer knowing — not hoping — that you’re on track.

Because Fall You (and every other You) wants to have the most fun, too.

— The Ellevest Team

Book a complimentary call
 
 

NAIL YOUR NEXT PERFORMANCE REVIEW

Yup, ‘tis the season. Don’t worry, we’ve got your back. Here are five steps for preparing to take home gold after your mid-year review.

Stick the landing >

 

HOW MUCH CASH TO STASH

We get this a lot during volatile markets: How much cash should I keep in hand? Hint: The answer is the same during calm ones.

Find the sweet spot >

MAKE THE MOST OF YOUR OOO BUDGET

It’s vacation spreadsheet season! We have one that will help you plan your money for your summer vacay (splurges, spritzes, and all).

Get the download >

 

Let’s hang out this month

  • Planning for Your Dream Retirement: Speaking of vacay, how about your perma-vacation? Learn how to get on track to make yours happen. 🌴
    JULY 9 @ 8 PM ET: Sign up
  • NEW! Generational Wealth, Part 2: Estate Planning: When it comes to estate planning, the sooner you start, the better you’re off. We’ll cover everything you need to know in this limited-time workshop. 💰
    JULY 11 @ 6 PM ET: Save your spot
  • How to Pay Off Debt: Paying off debt is a huge money win, and we’re here to help you get there. ⛵
    JULY 18 @ 5 PM ET: Sign up
 
 

Some tab-ulous links for you

 

This newsletter was brought to you while dreaming of a red, white, and blue vacay. Forward it to your friends who are ready for a jetset summer.

DISCLOSURES
 
© 2024 Ellevest, Inc. All Rights Reserved.
All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.
Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice.
The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.
Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.
Ellevest, Inc. is a SEC registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.
 
 
 

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