April 11, 2017

The Bucket Approach to Retirement Planning

The bucket approach to retirement planning gives you access to money for expenses but the upside potential to grow your investments.

The main idea is to set aside one to two years’ worth of living expenses in cash (bucket 1), while using additional buckets to hold more volatile assets with higher potential returns for the later years of retirement.

Check out the full article on Morningstar.

Get Your Free Consultation Today

Schedule an appointment to speak to one of our professional advisors.

Request More Information