Bucket Bliss

Bucket Bliss2020-01-14T15:51:10+00:00

“A Retirement Income Strategy that Simply Makes Sense.”

One of the most important decisions you make in life occurs at the point in time when you declare your retirement and replace your regular, steady income with income from your investment accounts to support your “Golden Years.” You want your retirement to be full of great memories regardless of how you choose to spend them.

You need to know if you can afford to spend your time traveling, pursuing recreational activities, doing charitable work, purchasing a vacation home or just spoiling your grandkids! Simply put, you want to maintain your chosen lifestyle and NOT run out of money.

Whether you are old or young, retired or still working, there are a number of additional questions that complicate this decision.


  • How much money do I need for retirement?

  • At what age can I afford to retire?

  • How long am I going to live?

  • How much can I afford to spend each year during retirement?

  • What impact will inflation have on my retirement?

  • How do I make my retirement money last as long as possible?

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A Strategy that Simply Makes Sense.


“How can I insure that the money I need in the near term is safe and predictable, and not subject to the day-to-day market fluctuations, while I simultaneously put myself in a position to receive the long-term market returns required to provide an increasing income stream throughout my entire life?”

The Bucket Bliss Strategy creates “buckets” of investments appropriate to the time frame in which the income need is anticipated.

It’s designed to give you the retirement income you’ve worked so hard for. But it’s not a generic strategy you can easily implement by yourself. It’s tailored to your goals, your objectives, and your financial situation by a financial advisor who can put a plan in place to make your retirement dreams come true. No doubt your plan will need adjusting over time as the market swings, inflation fluctuates and your lifestyle changes. A professional financial advisor can ensure your Bucket Bliss plan stays on track.

These basic concepts help you increase your retirement income and avoid the two most common problems you face in your retirement years.

  • Spending too much and running out of money before you run out of life and
  • Spending too little and thus leaving opportunities foregone that would have provided you with a full and abundant life during your retirement.

The opinions expressed in this material is for general informational purposes only and the information contained herein should not be construed as personalized investment advice. Past performance is not necessarily indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, model, or strategy made directly or indirectly through this publication/communication, will be profitable or equal any performance level referenced directly or indirectly.

Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security