Dan Lefkovitz: In terms of your own work, Christine, you’re a big proponent of the Bucket approach to retirement planning. It might be good for you to explain briefly what that is.

I knew this would be a challenge — I only started saving for retirement in my early 30s, but I still decided it was something I wanted to achieve so I could spend my later years living comfortably.

For his part, certified financial planner Ryan Bayonnet at Hyland Financial Planning says he recommends adjusting your portfolio the first time the S&P 500 reaches a new all-time high within five ...

Fix My Portfolio Many of us come to estate planning too late. Here’s what finally pushed me to do it. If you recognize that you need a plan, don’t let the moment slip away By Beth Pinsker ...

Over time, your asset allocation will drift as some investments shifts due to market movement. Rebalancing your portfolio reduces vulnerability and minimizes risk. Learn how to get started.

xPM should connect key deliverables from various planning and task management tools. It should also ensure that critical cross-work dependencies are created and tracked automatically.