Retirement can be a time for relaxing and enjoying some hard-earned leisure time. It’s also an opportunity to spend quality time with family and loved ones and build lasting memories with them.

One of the best parts of employing a Bucket approach to retirement portfolio management ... In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance ...

Bucket lists can be great for staying motivated, but they can also become a source of pressure. By creating a separate "chuck-it" list of goals you no longer want to achieve, you can free yourself ...

As folks approach retirement, they often start mentioning their “bucket list” more frequently. The bucket list is generally an itemized agenda of experiences or achievements that a person ...

There are also distribution factors to consider, including how to withdraw funds from different retirement accounts and investments. Some retirees rely on a system called the bucket strategy to ...