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 ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. As folks approach retirement, they often start mentioning their ...

Retirement budgets often start with spreadsheets and end with frustration, because they focus on line items instead of the life someone actually wants to live. The bucket list method flips that script ...

That's how to set up a bucket strategy. It can work well for early retirees, on-time retirees, and even pre-retirees. Once your bucket strategy is set up, it will still require your attention ...

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 ...

The Bucket approach to retirement portfolio planning isn’t designed to generate the best possible investment returns. It won’t—almost by definition. Instead, the Bucket strategy is geared toward real ...

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 ...

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 ...

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 ...