Preparing for retirement is a key milestone in one’s financial journey, requiring thoughtful planning, strategic investing and effective asset allocation. After working for decades, the goal is to ...

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 ...

Christine Benz explains how the Bucket approach can help retirees, the pushback against this strategy, and how a fourth bucket can help you in retirement. Dan Lefkovitz: In terms of your own work, ...

The three-bucket idea sounds neat in theory. The real challenge is translating it into Indian accounts, funds and tax rules ...