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Refining A Bucket Approach Strategy In Retirement


Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, just released How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement in September. It is a great book to read for those planning to retire as well as for many of us already in retirement. She is well known for the Bucket Approach to building a retirement portfolio.

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