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 ...

For decades, retirees have followed the guideline to withdraw 4% of their investment portfolio each year in retirement. This ...

Salvatore M. Capizzi is executive vice president of Dunham & Associates Investment Counsel Inc., which has been challenging industry thinking for 40 years. He authored a whitepaper (“Is Our Industry ...

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 ...

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 ...

For those seeking to invest toward their Golden Years, exchange traded fund products provide low-cost, diversified exposure to broad asset classes, allowing investors to remain hands-off and spend ...

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 ...

In today’s complex world, financial success isn’t just about growing your wealth; it’s about using that wealth to live the life you want and realizing the future you envision. Inspired by Arun ...

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 ...