How to Segregate your Investment Portfolios into Buckets
Prior to retirement, our investment portfolios, and all the assets in it, generally all have one purpose: to grow. As we enter retirement, we have to adjust to spending our assets to support our lifestyle. If you “bucket” your assets by assigning them a value or purpose, it helps you treat the money differently, depending on the purpose it will be used for, and the source it came from.