In today's complex financial landscape with so many variables, assumptions, and unknowns, it’s easy to overwhelm your clients with how you prepare and present your recommendations. This is where The ...

The practical bottom-line for the financial profession is in its ability to help guide their clients’ financial future to improve the lives and state of mind of their clients. That is going to require ...

A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a ...

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 ...

Most retirees misuse the three-bucket strategy. Discover the right asset allocation, cash-flow rules, and withdrawal strategy ...

Mitigating risk and maximizing return Our philosophy for a retirement income plan is to find that perfect investment that generates a 100% return each year with no risk! As we know, that investment ...

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 ...