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  1. Dougherty & Associates Receives Prestigious Women’s Choice Award for Financial Advisors

    Dougherty & Associates Receives Prestigious Women’s Choice Award for Financial Advisors

  2. 401(k) Participation High, But Workers Still Could Face Shortfalls, According To Natixis Global Asset Management Survey

    401(k) Participation High, But Workers Still Could Face Shortfalls, According To Natixis Global Asset Management Survey

  3. Customize Your Income-Replacement Rate for Retirement

    Rules of thumb may be too high for affluent retirees with high savings rates, but health-care costs a major swing factor.

  4. UPDATE: Women: Get help with your money now

    UPDATE: Women: Get help with your money now

  5. Think Twice Before Giving These Defensive Funds the Heave-Ho

    Although these conservatively positioned equity, balanced, and bond funds have lagged recently, they should serve investors well in more-volatile markets.

  6. Benz: 5 Fund Picks for Conservative Retirees

    Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar's Christine Benz.

  7. How to Get Closure on IRA Mistakes

    Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.

  8. The Error-Proof Portfolio: What's the Role of Bonds in Retirement Portfolios?

    A review of the data--plus weighing the intangibles--can help you arrive at the right decision.

  9. How Does Your Family Talk About Money?

    It’s an area fraught with land mines, but readers share tips for improving the communication flow among family members.

  10. A Portfolio Checkup in 6 Steps

    In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.

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