Worried about retirement risks? There’s one hidden danger that could derail your nest egg—Sequence of Return Risk. Discover how the timing of market ups and downs affects your withdrawals, and learn how to protect your future using the proven Bucket Strategy. This guide breaks down real-world examples, including the 2008 crash, and offers practical solutions for securing a sustainable retirement—no matter what the market does.

Explore key tax changes for retirees in 2025, including Social Security, RMDs, and state-level reforms to maximize your savings.

Rethink retirement withdrawals! Explore the 4% rule, tax strategies, and the bucket approach for lasting, stress-free savings.

And like that, 2024 is over… Here’s a breakdown of some key tips and updates to ensure you’re ready to tackle the new year with confidence.