The Bucket Strategy, Is Not For Clowns!

You may remember The Grand Prize Game from The Bozo Show. 


There were 6 buckets lined up in a row. One lucky child from the audience.


Get the ball in the first bucket and win a small prize. Get the ball to bucket 3 and you went home with some goodies.    

I like to play with buckets as well, but, in this case, I’m not clowning around.


See, every asset you own, every dollar you have resides in a series of financial buckets. These buckets determine future tax treatment and there is a mathematically ideal amount of money you should have in each bucket to maximize your ability to save taxes.

Wondering if the bucket strategy can leave more money in your buckets?

(Yes, it's hokey...I'm sorry)

I've helped thousands of chicagoans create their ideal retirement and

I have an important message for you!  

Most plans are fine just the way they are and I firmly believe that...



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