The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say ...

A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later ...

However, the "bucket strategy" is one way to minimize that burden, according to certified financial planner Sean Lovison, founder of Purpose Built Financial Services in the Philadelphia metro area.

“The classic bucket strategy segregates your investments into three time horizons: short-term, intermediate and long-term,” says Jay Perry, a fiduciary financial advisor with Turning Point ...

These portfolios employ a Bucket strategy, pioneered by financial-planning guru Harold Evensky. The central premise is that the retiree holds a cash bucket (Bucket 1) alongside his or her long ...

Retirees can lower their taxes using the bucket strategy, an effective method that helps you pay less to the IRS. GOBankingRates spoke with finance experts who explained what to know about the ...

Rowe Price investors in taxable accounts. These portfolios employ a Bucket strategy, pioneered by financial-planning guru Harold Evensky. The central premise is that the retiree holds a cash ...

With the bucket strategy, you leave money invested in high ... married because you might be able to lean on your partner for financial support. “Couples should look at their collective ...

Another retirement investment management strategy is to use the bucket system. This means keeping a separate stash for your short-term cash needs. You might hold these funds in a money market ...

Is it time for financial advisors to kick the bucket strategy? In the decades since financial planning guru Harold Evensky first outlined the concept of segmenting assets into different "buckets ...