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 ...

PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...

An important job in the two or so years leading up to retirement — right up there with figuring out your healthcare coverage ...

Learn how the three-bucket 401(k) withdrawal strategy may help retirees manage taxes, reduce lifetime tax bills, and ...

Salvatore M. Capizzi is executive vice president of Dunham & Associates Investment Counsel Inc., which has been challenging industry thinking for 40 years. He authored a whitepaper (“Is Our Industry ...

Most bucket-list goals come with a price tag. Taking classes, hosting a family reunion, funding a scholarship for a ...

Americans over 65 currently hold trillions of dollars in retirement savings, but in today's economic landscape, a growing number are questioning conventional wisdom regarding how to structure their ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...