What is The Bucket Plan® Philosophy?

A strategic, structured approach to bucketing assets for today's financial dangers and challenges.

The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.

But today, there are 3 large dangers facing you as you near retirement: market risk, interest rate risk, and sequence of returns risk. The Bucket Plan® philosophy helps you segment your money into different buckets based on your investment time horizon, volatility tolerance, and income needs.

Invest Based on Your Personal Needs

The Bucket Plan® philosophy teaches you to segment money into three different buckets.

Plan-for-Current-Needs

Plan for Current Needs

Start by saving a small amount to take care of any immediate needs that you have.

Plan-for-Upcoming-Needs

Plan for Upcoming Needs

Invest your next amount in needs that you know will arise in the upcoming future.

Invest-in-the-Long-Term-Future

Invest in the Long-Term Future

This amount of money goes towards long-term payouts that will build residual income.

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