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 ...

Preparation for retirement is a crucial component of the financial journey. It entails careful planning, strategic investing and prudent asset allocation. Most people work for several decades, seeking ...

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 ...

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 ...

Thanks to target date funds and some simple rules of thumb, picking a mix of stocks, bonds and cash is pretty straightforward while you’re still saving for retirement. According to conventional wisdom ...

The three-bucket idea sounds neat in theory. The real challenge is translating it into Indian accounts, funds and tax rules ...

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 ...

Preparing for retirement is a key milestone in one’s financial journey, requiring thoughtful planning, strategic investing and effective asset allocation. After working for decades, the goal is to ...

While most retirement portfolios include allocations to stocks and bonds in the years leading up to retirement, most retirement savers don’t hold much more than an emergency cushion in cash. Thus, an ...

FILE - This Oct. 24, 2016 file photo shows dollar bills in New York. (AP Photo/Mark Lennihan, File) (Mark Lennihan, Copyright 2017 The Associated Press. All rights ...