A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.