Most people obsess over hitting a "magic number" for retirement, then discover that the real challenge is turning that pile ...

The 240-paycheck rule offers a straightforward approach to retirement planning by breaking down the daunting task of saving ...

Consider a couple that has half a million dollars in savings — they must both be making six figures, right? Or, they’ve been saving for decades and are nearing retirement. Or they got a windfall. None ...

Six months of emergency savings: Before investing, we need to make sure your current emergencies are planned. Maintain your 6 ...

This rule, which limits any new purchases until similar items are offloaded from your inventory, is a simple and effective way to combat clutter. Any new kitchen gadgets, coats or hobby items must ...

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 ...

Age 55 is highlighted as a pivotal point for considering early retirement and associated financial strategies. Roth conversion strategies can enhance tax efficiency when retiring early, especially ...

Having the right mix of investments within your portfolio is key to enjoying a comfortable retirement. In some cases, it's possible to play it too safe with your retirement fund. The right balance can ...

This year, PLANADVISER followed up with advisers on the 2025 Top Retirement Plan Advisers listing to get to know them better. These are the responses from Douglas Bermudez of Strategic Retirement ...