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 ...

Tired of worrying about outliving your savings? Learn how one retiree's unique income floor strategy provides peace of mind ...

Benz: Yeah, I’ve got my patter down on the Bucket strategy. The basic idea is that ... Christine Benz is director of personal finance and retirement planning for Morningstar.

“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 ...

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 ...

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 ...