Single premium immediate annuities look more competitively priced than deferred income annuities today, says David Blanchett of Morningstar Investment Management.
We employ actively managed mutual funds and a stock-heavy portfolio mix.
Morningstar's Christine Benz shares tips for simplifying a portfolio for a non-investing-savvy spouse.
From choosing the right Medicare plan to reshopping for prescription-drug coverage, here's what you need to know.
Your cash flow needs can help you triangulate a sensible asset mix in retirement, says Morningstar director of personal finance Christine Benz .
The mutual fund and ETF industry is awash with new investment types, but there's a shortage of solution-based funds that address real investors' needs, says Morningstar's Christine Benz .
Moving into the year's final stretch, retirees should review their withdrawal rates, RMD and tax strategies, and current Medicare coverage, says Morningstar's Christine Benz .
Our take on what's been roiling equity markets as well as how proposed changes at HP and Gap will affect the businesses.
Vanguard's chief economist says the firm is projecting among the lowest U.S. equity expected returns since at least 2005.
Every pre-retiree and retiree needs these documents, says estate-planning expert Deborah Jacobs.