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

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.

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

“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 ...

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 ...

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 ...

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 ...