Some of the best recent investing and personal finance articles from around the web.
Bucket portfolios faced a real stress test in 2018 (Morningstar). Some complain that the bucket strategy puts a drag on returns, but those who follow the approach were thankful for it last year.
Steady retirement spending is a myth (New York Times via Star Advertiser). If building a sufficient nest egg seems like less than a perfect science, figuring out your retirement spending will be even less so.
When taking Social Security at 62 could be wise (Fox Business). While it may be generally best to wait before claiming benefits, there are some exceptions.
Beware, the IRS is looking for these red flags when it decides who to audit this tax season (MarketWatch). Unfortunately, being especially generous may seem suspicious to the IRS.
Their adult daughter is struggling financially. Should they give her money? (Vanguard). It can be tough to say, “no.” But it may be best.
And from the blogosphere…
How the patient investor sees the world more clearly (Pragmatic Capitalism). Patience may be an investor’s greatest strength.
5 non-financial factors for a fulfilling retirement (Love Being Retired). Learn from the regrets of those who retired before you.
Attention to my pre-retiree self: You need to know this! (Satisfying Retirement). More helpful advice on the same topic as the previous article.
Worried faces (Above the Market). “Good investing is powerfully rewarding, but it can take decades to arrive. It is a long, often tedious slog in the same direction.”
Leaving a legacy no matter how much money you have (Next Avenue). Some of the most important things you’ll leave behind can’t be captured in a will.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.