The retirement bucket strategy serves as a guide to take distributions from different forms of retirement savings. “The ...

You've grinded and stacked income streams to get here. Now you're sitting on $2.5 million. So, what's the retirement move?

A financial planner sat down with a 58-year-old client who had done almost everything right. Steady contributions over three ...

Everyone knows what a bucket list is: the list of things you want to do before you — to put it crudely — “kick the bucket.” Some bucket list items are inspiring, like reconnecting with family. Others ...

Discover why $2M is the new retirement target, how to blend withdrawals + Social Security for 6-figure income, and use ...

Life may be less hectic in retirement than it is during your working years. But it's not necessarily any cheaper. In fact, the 20% reduction in expenses that most financial planners suggest you'll ...

Each of us, unless we're independently wealthy, needs a good retirement plan that outlines how much money we'll need to amass before we retire, how we'll get it, and how we'll withdraw from it in a ...

BOSTON -- Many advisers, despite the advent of new technology, new products and new thinking, use some fairly old-fashioned strategies to create a retirement-income portfolio. They tend to use the ...

“The one thing I tell all of my clients heading towards retirement is ‘find things to do.’ For a majority, it is a mind challenge to go from working and saving your whole life to not having an agenda ...

Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers. Harold Evensky, chairman, Evensky & Katz/Foldes Financial in ...