MILWAUKEE (CBS 58) -- Still being early in 2025, many people are still working on steps for setting and achieving their annual money-related goals. Financial expert Tony Drake of Drake & Associates ...

This article adheres to strict editorial standards. Some or all links may be monetized. For decades, retirees have followed the guideline to withdraw 4% of their investment portfolio each year in ...

PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...

Managing retirement funds doesn’t end when you think you have enough set aside for your golden years. It’s important to monitor your money throughout, including finding ways to reduce your taxes.

Lincoln, Nebraska--(Newsfile Corp. - May 16, 2022) - Founder of Lenhoff Financial, Brandon Lenhoff has continued to upgrade his service offerings to help protect clients from market losses by ensuring ...

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 ...

You save every month, increase your SIPs when your salary rises and stay invested for years — yet many people lose confidence ...

MOORESTOWN, NEW JERSEY, USA, July 10, 2024 /EINPresswire.com/ -- Leonard Financial Solutions, a leading virtual advisory firm, is proud to announce its adoption of ...

In the realm of retirement planning, one strategy has emerged as a beacon of hope for pre-retirees and retirees alike: the Two-Bucket Strategy. This innovative approach, championed by industry leaders ...

Taylor Nissi is a senior VP and wealth advisor at the wealth management firm Farther. He shared his top tips he would give to clients navigating recent market volatility amid tariffs. Nissi said ...

This comprehensive study analyses retirement-income bucket strategies versus the traditional systematic withdrawal approach. The primary advantage of these strategies lies in their ability to address ...

Quick Read Widows at 66 receive 100% of their deceased spouse’s Social Security benefit but household expenses remain at 75-80% of previous income. A bucket strategy allocates cash for 2 years, ...