Christine Benz

A veteran manager assesses which parts of the muni market appear attractive, the pros and cons of buying individual munis, and which municipalities he’s avoiding.

The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.

Provisions in Secure 2.0, OBBBA affect retirement savers and retirees.

New research shows that flexible withdrawal strategies can help you spend more in retirement.

And how not to!

Retirees can increase their spending power by taking a more flexible approach.

The author and investment advisor on the danger of chronic deficits, the importance of central bank independence, warning signs in private credit, and why he’s still optimistic about America’s future.

The tax and IRA expert shares tips for getting the most bang from your charitable dollars in 2025 and 2026.

Consider these ideas as the year winds down.

Figuring out where you land on the maximizer/satisficer continuum could save you some time and money.

Even dedicated DIYers might benefit from a second opinion.

Rather than taking a tactical approach, tailor your fixed-income position to what matters: your spending goals.

Plus, which core building blocks every portfolio should have.

A financial advisor and retirement blogger discuss the key phases of retirement, structuring portfolios for drawdown, and how retirees can give themselves ‘permission to spend.’

Here is how different asset classes, as well as your spending, will be affected.

Problem spots in real-world portfolios—and how to fix them.

The author and adventure sailor on thinking big, changing your life course, and managing the transition into retirement.

Investors love to hate them, but required minimum distributions have a silver lining.

The financial advisor and adjunct professor discusses elevated equity valuations, the limitations of random-walk assumptions, and why bonds are riskier than you might think.

Vanguard’s global chief economist handicaps the odds of recession and higher inflation and discusses how investors can thrive in an era of AI, aging populations, and a rising US deficit.