A Bucket Approach in Practice
Financial planner Roger Wohlner describes his bucketing strategy for clients' near-, intermediate-, and long-term needs.
Christine Benz: I'm Christine Benz for Morningstar.com.
The bucket approach to retirement planning is an increasingly popular strategy. Joining me to discuss it is Roger Wohlner; he is a financial planner at Asset Strategy Consultants in Arlington Heights, Ill.