Allocate your money to short-term, mid-term and long-term goals.
PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...
Each of us, unless we're independently wealthy, needs a good retirement plan that outlines how much money we'll need to amass before we retire, how we'll get it, and how we'll withdraw from it in a ...
During your early retirement years, “sequence of returns risk” could harm your portfolio when withdrawals coincide with a market dip. One solution, the bucketing strategy, divides your portfolio based ...
Taylor Nissi is a senior VP and wealth advisor at the wealth management firm Farther. He shared his top tips he would give to clients navigating recent market volatility amid tariffs. Nissi said ...