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 ...

Unexpected job loss near retirement can significantly disrupt financial plans, highlighting the need for a robust strategy to safeguard your future. A multiple-buckets approach to retirement planning ...

Retiring Americans are quietly rewriting one of personal finance's most famous rules, trading the simplicity of a fixed 4 ...

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 ...

During their working years, most folks put all their retirement savings in a bucket labeled “growth.” This bucket usually consists of investment portfolios of stocks, bonds, cash and perhaps some real ...

I've been noodling on a new way to think about retirement planning, and I'd love to share it with you. It's still a work in progress, but I think it offers a helpful, and hopefully memorable, visual ...

Managing retirement funds doesn’t end when you think you have enough set aside for your golden years. It’s important to monitor your money throughout, including finding ways to reduce your taxes.

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 ...

The origins of the phrase are often attributed to screenwriter Justin Zackham, while writing “The Bucket List” script, from a 2007 movie starring Jack Nicholson and Morgan Freeman as two terminally ...

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 ...

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 ...