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 ...

Happiness in retirement is not as simple as having more free time and more money. After years of advising families, I have ...

With the right guidance and early preparation, your ideal retirement lifestyle can be well within reach.

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 ...

The portfolio composition will depend on a glide path or plan that changes how your investments are split as you get closer to retirement.

Most retirement planning mistakes are obvious in that you didn’t save enough money, you claimed Social Security too early, or ...

Retirement is often when many Americans finally get to take the bucket list vacations they’ve saved and waited years for. Since many of these trips are abroad, they can often require a significant ...

Federal benefits look stable, but retirement can reveal hidden risks. Learn where plans bend, where they break, and how to prepare before the pressure hits.

Experts explain whether $2 million is enough to retire comfortably and how factors—like your cost of living, lifestyle, and life expectancy—can play a key role.