Make Your Money Last a Lifetime

Jane Clark of Kiplinger’s includes Joe Heider, president of Cirrus Wealth Management, in the issue’s cover story about making money last throughout your life. The beauty of the bucket system is that you probably won’t have to sell stocks in a market downturn to cover expenses. “Even in 2008, if investors had had five years to wait it out, their stock investments would have been in good shape by 2013,” he says.