Everyone knows what a bucket list is: the list of things you want to do before you — to put it crudely — “kick the bucket.” Some bucket list items are inspiring, like reconnecting with family. Others ...

The "bucket" strategy involves dividing your assets by different time periods. This approach can work well, but it's not perfect, or best for everyone. Consider it as a possible plan you might use, ...

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 ...

Salvatore M. Capizzi is executive vice president of Dunham & Associates Investment Counsel Inc., which has been challenging industry thinking for 40 years. He authored a whitepaper (“Is Our Industry ...