The Bucket Plan is more than just a financial planning tool; it's a way to demystify the planning process for clients, ensuring they are engaged, informed, and confident about their financial future.

When you think about retirement, picture a big red bucket brimming with all the money you've saved. It's everything you've ...

In 2020, for example, they might want to move $42,000 from the income bucket to the stable bucket. They could take $20,000 from his IRA if that's the amount that would keep them in a low tax bracket.

Bucket, A Travel Planner That Automatically Creates Recommendation Lists, Expands Nationwide Kim-Mai Cutler 11:37 AM PST · December 16, 2015 ...