The retirement bucket strategy serves as a guide to take distributions from different forms of retirement savings. “The ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

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 ...

BOSTON -- Many advisers, despite the advent of new technology, new products and new thinking, use some fairly old-fashioned strategies to create a retirement-income portfolio. They tend to use the ...

The first couple of years in retirement are often the most difficult. But they also can set the stage for how you’ll fill the years ahead—both financially and psychologically. Stephen Kreider Yoder, ...

Do you have a retirement bucket list? Do you know what that even is? The origins of the phrase are often attributed to screenwriter Justin Zackham, while writing “The Bucket List” script, from a 2007 ...

Did you choose retirement? Or was it chosen for you? I chose retirement and had a plan in place to map out the next part of my life adventure. Had it not been for the pandemic, I probably would have ...

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 ...

Editor’s note: We are presenting Morningstar’s Investing Insights podcast here. You can subscribe for free on iTunes. Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar.com. Dividend growth ...

Note: Some of the holdings in this portfolio have been updated to reflect the closing of Vanguard Dividend Growth to new investors. The current version is available here. The current low-yield ...