Is the Save Cash milestone invested?

Great question! The Save Cash milestone is one of the types of milestones we offer. The Save Cash milestone is unique because the funds are not invested - instead, the funds always stay in cash. 

This type of milestone can be especially helpful because:

  • The cash will not lose value and can be especially useful for shorter-term goals
  • There’s no limit on how many Save Cash milestones you can create, especially if you want to put cash away for different goals
  • It may help with faster withdrawals since no securities will need to be liquidated

 Check out the Save Cash milestone: https://wisebanyan.com/dashboard/milestone/create

Was this article helpful?