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  1. Get a Handle on Your Portfolio

    Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.

  2. Sandwich Generation Couple Plots Transition to Retirement

    Retirement beckons, and this couple has some decisions to make.

  3. Morningstar.com's 2013 Portfolio Makeover Week

    May 20-24: Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.

  4. The Multitaskers: Saving for Retirement With an Eye on College

    With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.

  5. No Great Rotation Into Equity Funds Yet

    After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.

  6. 401(k) Pros and Cons

    These plans offer investors many benefits in saving for retirement, but they also have their drawbacks.

  7. Social Security: Know the Rules on Spousal Benefits

    The decision about when to file for Social Security benefits is a complicated one, and it gets even more complex when two spouses are involved.

  8. These Growth Funds Aren't Laggards

    Although value funds have led the pack during this year's equity bull run, a handful of growth-oriented portfolios have held their own.

  9. Head-On Approaches to Fixed Income

    As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.

  10. Go-Go, Go-Slow, No-Go? Readers Weigh in on Retirement Spending Patterns

    Many let portfolio performance dictate how much they spend.

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