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 ...

Susan Dziubinski: Hi, I’m Susan Dziubinski for Morningstar. The Bucket approach to retirement portfolio planning has gotten more popular, but one size doesn’t fit all when it comes to buckets. Joining ...

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 ...

Note: This article is part of Morningstar's January 2016 5-Point Retirement-Portfolio Assessment Week special report. A version of this article appeared on Sept. 14, 2015. The linchpin concept of the ...

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 ...

Note: This article is part of Morningstar's October 2014 5 Keys to Retirement Investing special report. An earlier version of this article appeared Jan. 22, 2013. Those who lived through the 1970s and ...

I often compare retirement income planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The ...

Here’s a different kind of “bucket list” for you. It’s not exactly the things you want to do, but it may be related to them. What it does do, however, is make it easier for you to manage your ...

Many retirees use a multi-bucket approach with one of them focused on providing income. For those on the edge for generating desired income, the size of the Income Bucket matters a lot. It turns out ...

Forty years ago most retirees could rely on pension income from a former employer for the bulk of their retirement, with supplemental income coming from Social Security and/or personal savings. Back ...

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 ...