Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

A fixed-percentage withdrawal involves withdrawing a set percentage of your portfolio's value annually. However, the amount ...

As you budget for retirement, it can be overwhelming to think about how to access your savings to fund your retirement expenses, especially when accounting for concerns over whether the amount set ...

During their working years, most folks put all their retirement savings in a bucket labeled “growth.” This bucket usually consists of investment portfolios of stocks, bonds, cash and perhaps some real ...

Retirement can be a time for relaxing and enjoying some hard-earned leisure time. It’s also an opportunity to spend quality time with family and loved ones and build lasting memories with them.

The main goal of most investors is to garner enough money in the market to fund their retirement years. Yet, many investors are unsure of how to properly pull money out of their accounts once they’re ...

This comprehensive study analyses retirement-income bucket strategies versus the traditional systematic withdrawal approach. The primary advantage of these strategies lies in their ability to address ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

I previously had a client who worked at a Fortune 100 company for 30 years and he eventually decided to step back, but he was still too young to hang it up forever. He wasn’t quite ready for ...

The origins of the phrase are often attributed to screenwriter Justin Zackham, while writing “The Bucket List” script, from a 2007 movie starring Jack Nicholson and Morgan Freeman as two terminally ...

Note: Some of the holdings in this portfolio have been updated to reflect the closing of Vanguard Dividend Growth to new investors. The current version is available here. The current low-yield ...