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

“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 ...

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 ...

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 ...

With markets falling, many retirees and pre-retirees are understandably nervous. It's natural to feel concerned when ...

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 ...

As you cross off these items on your financial bucket list, don’t be afraid to ... what might be real challenges to an investor's strategy and fear brought on by market volatility.

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 ...