Morningstar

How to Customize a Bucket Approach to Your Own Needs

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 ...
Connecticut Post

Creating the 3-Bucket Cash Reserve System

The following excerpt is from Mark J. Kohler and Randall A. Luebke’s book The Business Owner’s Guide to Financial Freedom. Buy it now from Amazon | Barnes & Noble | iTunes | IndieBound In order to ...
Morningstar

How to Get the Most From Bucket 1

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. Retirees using the Bucket system probably put a lot of thought in how they invest their long-term buckets, but the cash bucket, Bucket 1, ...
Financial Advisor

Bucketing Could Be A Tool To Simplify Your Clients' Retirement Withdrawals

The simplicity of a bucket system for retirement asset allocation and withdrawals may be just what clients need, according to Christine Benz – but the system does come with a few drawbacks that could ...
Nasdaq

Model portfolios a drop in the bucket

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...
AOL

The Bucket Strategy is Helping Retirees Limit Their Losses and Keep their Cash Flowing in 2022

With the recent arrival of a bear market, the newly retired are facing a sobering reality: having to sell investments during a downturn to meet their income needs. This nightmare scenario, known as ...