Some of the best investing and personal finance articles from around the web.
How well does the bucket approach to retirement planning work in practice? (Morningstar). It helps you avoid selling in a downturn, but does it create too strong a drag on returns?
5 years of spending in retirement (A Wealth of Common Sense). A real-life example of the bucket strategy.
Social Security Administration announces 2.5% cost-of-living adjustment for 2025, lowest increase since 2021 (CNBC). As inflation has come back down to earth, so have benefit increases.
What is net investment income tax (NIIT) and who pays it? (Kiplinger). Call it the price of success.
What football fans can teach investors (The Evidence-Based Investor). A fun read (with some good investment lessons) for those who know that “football” is a game played with your feet.
How to retire: understand the role of working longer (Morningstar). For those who want to continue working to some degree after retiring from their career, ideas on how to prepare.
Turned upside down (Humble Dollar). Long-time financial writer Jonathan Clements provides the latest update in his most important series.
How much is enough for retirement? (FaithFi). Ron Blue’s answer to this common, perplexing question.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
