Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

Retirees rarely go broke because of one bad investment. They run out of money because a string of small, emotional decisions ...

Retirees face tough choices about their emergency funds as economic uncertainty impacts traditional planning.

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

Allocate your money to short-term, mid-term and long-term goals.

Life may be less hectic in retirement than it is during your working years. But it's not necessarily any cheaper. In fact, ...

Home Retirement Retirement Planning The Big Red Bucket Theory: A Financial Adviser's Simple Way to Visualize Your Retirement Plan When you think about retirement, picture a big red bucket brimming ...

Everyone knows what a bucket list is: the list of things you want to do before you — to put it crudely — “kick the bucket.” Some bucket list items are inspiring, like reconnecting with family. Others ...

Did you choose retirement? Or was it chosen for you? I chose retirement and had a plan in place to map out the next part of my life adventure. Had it not been for the pandemic, I probably would have ...

For many, retirement can be a time to live life to the fullest. Kids are grown and independent, a 9-to-5 is no longer weighing you down and personal passions can finally be prioritized. So why not ...