Paying off a mortgage in retirement is a complex decision that depends on individual circumstances. Christine Benz’s new book ...

Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. She is also the author of a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy ...

Christine Benz, director of personal finance and retirement planning for Morningstar, discusses what to do with your ...

Ask yourself several questions to assess how much you may get from your portfolio, Social Security and other assets, ...

Democrat or Republican — has all that much influence over the stock market, so it’s best to remain calm and stay focused on ...

Additionally, HSA contributions made under a salary reduction arrangement in a section 125 cafeteria plan are not subject to ...

As the election process draws to a close, financial advisors recommend that investors stop worrying about the stock market ...

This article was provided to The Associated Press by the investment research website Morningstar. Christine Benz is the ...

Christine Benz says her husband sometimes likens her to aJeopardy! contestant because of her voluminous knowledge of financial-planning and retirement topics, gleaned through her more-than-30-year ...

There are opportunities for charitably inclined people to tie their portfolios to giving. Christine Benz: Good to see you too, Susan. Thanks for the sales pitch. Dziubinski: Absolutely.

But a successful retirement requires good planning, and it’s not all about the money. Christine Benz understands this better than most. She is the director of personal finance and retirement ...

Retirement planning is filled with big questions. For some retirees, whether or not to pay off their mortgage is one of them.