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.

WSFS Bank is committed to digital accessibility.