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.

Jeff Levine discusses how to lower your in-retirement tax bills.

The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage.

Michelle Singletary discusses transition strategies like delaying Social Security and annuitizing.

The influential personal finance journalist reflects on his recent cancer diagnosis, what he wants his legacy to be, and the two things that have brought him the most joy.

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein.

Harold Evensky discusses how to build a retirement portfolio.

A veteran value investor weighs in on bubbles, AI stocks, and the existential threat of climate change.

Tackling these tax and investing jobs can improve your investments and your plan.

Manisha Thakor discusses how to manage life after work.

A sustainable investor makes the bottom-up case for an unloved asset class.