Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Allocate your money to short-term, mid-term and long-term goals.

The "bucket" strategy involves dividing your assets by different time periods. This approach can work well, but it's not perfect, or best for everyone. Consider it as a possible plan you might use, ...

This article adheres to strict editorial standards. Some or all links may be monetized. For decades, retirees have followed the guideline to withdraw 4% of their investment portfolio each year in ...

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her ...