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Image for How A Bucketing Strategy Can Help You Retire Confidently

How A Bucketing Strategy Can Help You Retire Confidently

March 20, 2023 | David Edmisten, CFP®

If you're thinking about retiring in your 50's or early 60's, you probably wonder how your investments should change as you enter retirement. A key investment strategy that can help you have a successful retirement is the bucketing strategy. In this article, I’ll show you exactly what the bucketing strategy is, how to set it up and why it is so effective in helping people retire without worrying about the stock market.
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Image for Discipline and Accountability Are Critical to Your Financial Success

Discipline and Accountability Are Critical to Your Financial Success

March 20, 2023 | David Edmisten, CFP®

When it comes to achieving success with your finances (or any area of your life), knowledge isn’t enough. You can know a lot, but it takes discipline and accountability to put what you know into practice
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What do I do if something unexpected happens?

March 17, 2023 | David Edmisten, CFP®

Life in retirement should be a time of enjoyment - spending time with loved ones, pursuing our passions, enjoying more of the world and giving more to the communities that are important to us. Thoughtful, careful and informed planning can help put us in the best position to do this. But life can still bring changes and challenges that disrupt even the best laid plans. For that reason, it is important that every early retiree also have a well thought out risk management plan for retirement.
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3 Steps to Take Now If You Want To Retire in 2-3 years

March 13, 2023 | David Edmisten, CFP®

Are you thinking about retiring in the next couple of years? Here are 3 steps to take now to get ready for retirement.
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