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Christine Benz

Christine Benz

Host at Morningstar

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71
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Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services

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Recent Articles

morningstar.com

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

After caring for his sick father, financial planner Elliott Appel has some ideas around health insurance, healthcare spending, and mixed-age communities.
morningstar.com

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

Financial planner Elliott Appel discusses difficult housing decisions, setting limits, and helping a parent without burning yourself out.
morningstar.com

Helping With Your Parents’ Finances? Think Twice Before Joining The...

Financial planner Elliott Appel explains the risks of joint accounts and offers practical ways to help aging parents manage everyday financial tasks.
morningstar.com

8 Retirement and Investing Books Christine Benz Recommends

From Dana Anspach to Wade Pfau, The Long View podcast has been a rich source of good reads.
morningstar.com

7 Investments to Keep Out of Your Taxable Account

Some investments are structurally a poor fit for taxable accounts, leaving investors with an unwelcome tax bill.
morningstar.com

​​Retirement Planning for Parents Raising a Child With a Disability

How families can prepare for a child’s long-term financial needs while securing their own retirement.
morningstar.com

If You’re Worried About Your Bond Portfolio, You’re Missing the Point

For the safe part of your portfolio, err on the side of caution and get out of the timing business.
morningstar.com

The Investing Risks Recent History May Be Hiding

The authors of ‘The Architecture of Wealth’ have a warning for investors: Don’t assume stocks will always recover quickly and don’t underestimate the possibility of another inflation shock.
morningstar.com

How Couples With an Age Gap Should Plan for Retirement

An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.
morningstar.com

​​Retirement Planning for Couples Who Became Parents Later in Life

Older parents face a retirement planning squeeze. Here’s how to balance retirement, college costs, insurance, and caring for aging parents.
morningstar.com

One Statistician’s Warning for Retirees About the 4% Rule

The 4% rule can help retirees avoid running out of money, but it may also lead them to spend too little. Stefan Sharkansky explains an alternative retirement income strategy.
morningstar.com

What Retirees Might Give Up When They Age in Place

The home that’s served you well for decades can work against your health, finances, and social connections, a longevity expert says. Here’s how to tell if it’s still the right fit.
morningstar.com

This May Be the Closest Thing to a Risk-Free Investment

TIPS can protect your purchasing power in retirement no matter what happens with inflation.
morningstar.com

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

These are the financial decisions that matter most for single-family households.
morningstar.com

The Retirement Planning Mistake That Makes Inflation Much More Expe...

Michael Finke and Dana Anspach talked to Christine Benz about minimizing inflation risk and fortifying your retirement plan.
morningstar.com

How Your Plan Can Survive the Retirement Red Zone

Your portfolio is most vulnerable in the 5 years before and after you retire. But you can protect it, financial planner Dana Anspach says.
morningstar.com

5 Things to Do Now to Retire in One Year or Less

These five planning priorities can help you make a smooth transition from earning a paycheck to living off your savings.
morningstar.com

5 Things to Do Now to Retire in 25 Years

If retirement is still about 25 years away, these five planning priorities can help you make the most of the decades ahead.
morningstar.com

Here’s My Investment Philosophy. What’s Yours?

A set of core beliefs can guide your plan and decisions. It can also help you tune out distractions like inflation or IPOs.
morningstar.com

Will Your Retirement Plan Withstand the Death of a Spouse?

Advice for widows: Make sure you’re informed and prepared. And don’t rush the housing decision, says author and CFP Kathleen Rehl.
morningstar.com

Should You Make Roth or Traditional Retirement Plan Contributions? ...

Tax-free withdrawals from Roth accounts are a major selling point, but Baird’s Tim Steffen argues that traditional tax-deferred contributions are a good idea in some situations.