Vanguard's Target Retirement Funds generally allow for very low minimums of just $1,000 (compared to $3,000 for most of its ...

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 ...

Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

The investment seeks a high level of total return consistent with a level of risk that can be expected to be greater than that of Voya Retirement Moderate Growth Portfolio. The Portfolio invests in a ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

The investment seeks a high level of total return consistent with a level of risk that can be expected to be greater than that of Voya Retirement Conservative Portfolio but less than that of Voya ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Question: I'm 51 and my portfolio is up. I'm planning to retire in nine years, at the age of 60, so I want to start moving out of stocks to lower my portfolio risk. Is that smart? Answer: In the years ...

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 ...