Take Christine Benz, for example. As the longtime director of personal finance and retirement planning for investment ...

Writing “How to Retire” helped Morningstar personal-finance expert Christine Benz learn a few surprising lessons.

To take retirement life for a spin while still working, try living for a month on your expected budget. This makes the years ...

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly ...

Benz is considered one of the top personal-finance and retirement-planning journalists around and for her book, she ...

“As attractive as yields on savings instruments have recently been, it’s wise not to hold too much in cash because these are ...

“As attractive as yields on savings instruments have recently been, it’s wise not to hold too much in cash because these are ...

A cut to the Fed's benchmark rate has consequences for debt, savings, auto loans, mortgages and other forms of borrowing by ...

We’re making a change to the approach we use to assign Morningstar Medalist Ratings to funds starting in late October 2024.

In praise of what can’t be measured. I previously wrote an article about my “too hard” pile—the late Charlie Munger’s term ...

“As attractive as yields on savings instruments have recently been, it’s wise not to hold too much in cash because these are ...

As part of our career clinic series, Jo Glynn-Smith gives advice to a reader who is feeling her career has plateaued and ...