Your sources of retirement income should come from a variety of places and different buckets where you’ve been saving along the way play a key part in determining what type of lifestyle you can have ...

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 ...

Retirement bucket strategies have recently been developed with an eye toward connecting portfolio allocations to specific expenditures. These strategies commonly call for tying expenses a retiree ...

Rebekah Barsch is executive officer and vice president of Planning and Sales at Northwestern Mutual. Do you have a retirement bucket list? Most people have dreamed about what they’d want to do in ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Although many people realize retirement planning is ...

About half of all financial advisers use a systematic-withdrawal strategy — usually 4% to 5% a year — from a diversified portfolio to provide retirement income, according to a 2010 Financial Planning ...