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

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

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 ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

Each of us, unless we're independently wealthy, needs a good retirement plan that outlines how much money we'll need to amass before we retire, how we'll get it, and how we'll withdraw from it in a ...

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 ...

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 ...