The bucket approach to retirement portfolio planning isn’t designed to generate the best possible investment returns,” Christine Benz, Morningstar’s director of personal finance and retirement ...

Key Takeaways The first financial to-do is rebalancing. Most investors are likely due or maybe even overdue to rebalance.Taking required minimum distributions is a good opportunity to rebalance and do ...

Read: Trump's plan to cut taxes on Social Security benefits may cost beneficiaries more in the long run The Social Security trustees have forecast that unless Congress and the president shore up this ...