The Argument for a Bucket Strategy

Rick “The Professor” Plum, CFP® explains the value of a customized Bucket Strategy.

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The Argument for a Bucket Strategy

If Indexes Always Win, Why Do I Need a Professional Money Manager?

“Indexes always win,” according to the media. Rick “The Professor” Plum, CFP® explains how a money manager can help you beyond the indexes.

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If Indexes Always Win, Why Do I Need a Professional Money Manager?

Investing: Age vs. Risk

In your late 60’s in retirement, is it appropriate to have riskier investments in your portfolio to take advantage of potential increases, or should you stay the course with a balanced portfolio? The Brain Trust responds.

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Investing: Age vs. Risk

Withdrawing From a Roth IRA

Caller Roger wants to withdraw money from his Roth IRA for a short time. Can he do it?

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Withdrawing From a Roth IRA

WealthEd should be your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today!

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Clips from Bucket Strategy Investing

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Social Security Restricted Application

The Social Security Restricted Application Strategy

One of the most important decisions you’ll make about your retirement is when to begin taking your Social Security payments. It’s often times more complex than just deciding between taking a lower benefit at age 62 or a higher benefit later.

Retirement Plan Options

Sorting Out The Retirement Plans

You may have seen the many different retirement plans that are out there, along with their associated IRS code sections, but how do you determine which plan is best suited for you?

Long-Term Care Planning

Long-Term Care Options

Planning is key to much of our daily living. Whether you’re doing a business plan, vacation plan, or a financial plan, it would be pretty difficult to navigate the unknown without having some direction. Planning for the need for Long Term Care is no different.