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The Short-Term Money Playbook is a practical, beginner-friendly guide designed to help everyday people confidently plan, save, and grow their cash for near-term goals. Whether you’re saving for a big purchase, a vacation, a home down payment, or simply building a safety net, this playbook breaks down exactly what to do with money you’ll need within the next one to three years.

You’ll learn:

  • When not to invest (and why stocks are risky for short-term needs)

  • The best low-risk, high-safety places to keep your money

  • The pros and cons of high-yield savings, money market accounts, CDs, Series I Bonds, and more

  • Simple, actionable steps to reach your target—fast

  • How to set up your savings plan and avoid common mistakes

  • Easy monthly saving calculators and at-a-glance tables

Written in a friendly, clear style, the playbook empowers you to make smart, safe decisions for your short-term money—so your goals are always within reach.

Short-Term Money Playbook

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