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Aging and Death in America: ‘I Basically Want to Burn It All Down and Restart’

Christine Benz and Amy C. Arnott, CFA

If a Parent Won’t Move, You Might Have to Let Them ‘Fail at Home’

Christine Benz and Amy C. Arnott, CFA

Helping With Your Parents’ Finances? Think Twice Before Joining Their Bank Account

Christine Benz and Amy C. Arnott, CFA

Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned

Christine Benz and Amy C. Arnott, CFA

Retirement Planning for Real Life, With Christine Benz

Christine Benz, Susan Dziubinski, and Valentina Djeljosevic

More on Financial Planning

​​Retirement Planning for Couples​​ Without Children

Not having kids can change how you save, spend, and plan for your postwork years.
Christine Benz and Valentina Djeljosevic

Retirement Planning After Losing a Spouse

Here are the most important planning decisions facing widows and widowers.
Christine Benz and Susan Dziubinski

What Advisors Learn From Clients Who Leave Other Firms

Clients want communication, comprehensive advice, and a relationship that inspires confidence.
Sheryl Rowling

Solo Ager? Here’s How to Build Financial Security for Retirement

These are the financial decisions that matter most for singles planning retirement.
Christine Benz and Susan Dziubinski

Your Retirement Countdown, With Christine Benz

Whether retirement is 25 years away or less than a year out, Morningstar’s Christine Benz shares the essential planning priorities for every stage of your retirement countdown.
Christine Benz, Susan Dziubinski, and Valentina Djeljosevic

5 Things to Do Now to Retire in 3 to 5 Years

These retirement planning strategies can give you peace of mind when your countdown is in the single digits.
Christine Benz and Valentina Djeljosevic

Why I Object to ‘Hitting a Number’ for Retirement

There’s a lot more to retirement planning than a high portfolio value.
Christine Benz

5 Things to Do Now to Retire in 10 Years

With a decade to go, zero in on boosting income and savings, plus these other strategies.
Christine Benz and Valentina Djeljosevic

Your Advisor Is Not Choosing Your Holdings, and That’s OK

As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.
Stephen Margaria

Kathleen Rehl: Helping Widows and the Advisors Who Serve Them

Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.
Christine Benz and Amy C. Arnott, CFA

Adam Grossman: Asset Allocation Is an Investor’s Best Defense

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.
Christine Benz and Amy C. Arnott, CFA

4 Financial Tasks You Shouldn’t Put Off

How to make sure these common financial ‘pain points’ don’t imperil your plan.
Christine Benz

Ask the Analyst: How Can I Illustrate Our Financial Position to a Spouse Who Shows Little Interest?

Charts, graphs, and mind maps can be useful communication tools to use with a financially disengaged spouse.
Amy C. Arnott, CFA

What You Need to Consider Before Retiring Early

Both you and your portfolio should be ready for the transition.
Christine Benz and Margaret Giles

Don’t Be Fooled By These 3 Investing Tricks

Misleading benchmarks, inflated bond yields, and faulty mortgage math can distort investment decisions.
Allan Roth, CPA

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