Articles From: An Aggressive Retirement Portfolio in 3 Buckets to What to Look for in a Dividend-Focused Fund


2014/02/13
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
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2013/12/02
These worksheets can help you tackle basic financial-planning tasks, such as setting up a budget, or more advanced ones, such as setting your in-retirement portfolio-withdrawal rate.
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2012/08/09
Arm yourself with the facts on how frequently people need long-term care, how much it costs, and how long it's needed.
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2011/09/15
See what we recommend for risk-averse ETF investors.
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2011/04/12
See what we recommend for risk-averse ETF investors.
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2009/07/02
A couple retires early, but they're not worry-free.
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2011/02/14
Morningstar's specialized calculator can work for you.
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2011/01/27
Don't swap your whole fixed-income position for dividend-paying stocks.
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2010/12/28
Streamlining your retirement accounts? Think through the key variables first.
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2012/08/30
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
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2011/11/15
Following this rule of thumb might serve you well in case interest rates go up.
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2011/11/16
Strike the right balance between return potential and loss aversion.
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2014/04/14
The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash.
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2010/08/17
What the Thrift Savings Plan gets right, and what it's missing.
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2011/05/12
The essential first step for retirement portfolio planning: finding the right stock/bond mix.
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2011/07/22
Getting this calculation right can help ensure that you keep up with cost-of-living increases but don't outlive your savings.
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2012/01/08
Morningstar.com posters like holdings that show them the money, while others are taking a contrarian tack.
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2009/10/15
An interview with Jason Zweig, author of Your Money and Your Brain.
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2012/03/22
Bad timing could obliterate the long-term benefits of these investments.
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2011/05/22
Morningstar readers share guidance on money matters as well as getting the best out of life for recent college graduates.
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2011/11/14
Put investments' payouts in the proper context.
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2011/04/11
When it comes to exchange-traded funds, asset allocation and diversification matter more than the vehicle you choose.
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2011/04/12
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
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2010/08/12
Even though the process might appear convoluted, there are key factors to consider when optimizing Social Security benefits for your spouse and yourself.
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2011/04/12
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
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2010/07/08
Working longer and managing spousal benefits are key variables when factoring Social Security into your retirement plan.
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2011/01/28
These funds can form Part 2 of a two-part short-term fund.
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2010/09/13
Beware of locking in a low fixed payout.
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2011/01/25
A soon-to-be-retiree deploys her sizable cash stake.
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2010/10/12
Ask yourself these questions to find a dividend-focused winner for your portfolio.
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Articles From: An Aggressive Retirement Portfolio in 3 Buckets to What to Look for in a Dividend-Focused Fund
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