Christine Benz

Two leading researchers on human capital, tailoring the right asset allocation, and more.

The tax and IRA expert weighs in on tax-savvy retirement planning, Roth conversions, and the new rules for inherited IRAs.

A financial planner reflects on what parents should do--and avoid doing--to help their children find their financial footing in adulthood.

Despite stocks' strong overall performance in 2024, investors may find tax losses in their portfolios to offset gains.

Check off these tasks now and you’ll start 2025 on the right financial foot.

A self-described ‘accounting nerd’ looks for value in unloved stocks.

Morningstar’s Christine Benz explores the keys to a healthy, happy, and wealthy retirement in her new book and podcast series.

Howard Gleckman discusses the reality of long-term care today.

Jeremy Grantham discusses tips for investors and how the rise of AI compares with previous market bubble bursts.

The veteran Wall Street Journal reporter discusses her interviews with retirees, the state of the US retirement savings system, and key pain points for retirees and preretirees.