Panel discussion: Christine Benz, advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.
Retirement expert Mark Miller details why seniors should reshop their Medicare drug coverage, how the Affordable Care Act affects those seeking health insurance, and steps individuals can take for ACA enrollment.
Double-check your Social Security statement, understand the importance of your 'full retirement age,' and weigh the benefits of delaying, says retirement expert Mark Miller .
Readers share their experiences with starting up their own businesses later in life.
Here’s what I’m looking forward to learning at this year’s event.
With double-digit increases looming for most Part D premiums, Morningstar columnist Mark Miller urges seniors to examine their options to ensure they are in the optimal drug plan for 2013.
Retirement expert Mark Miller urges pre-retirees to be mindful of how age, Medicare, and spousal strategies all interplay with Social Security benefits.
From choosing the right Medicare plan to reshopping for prescription-drug coverage, here's what you need to know.
IRA conversions, Medicare claiming, and required minimum distributions all have the potential to trip up investors.
Fed fixation, slow growth, dollar dilemmas, and overheated markets topped the list of key topics in our opening conference panel, featuring Morningstar's Bob Johnson, Susan Schmidt of Mesirow Financial, and Northern Trust's Carl Tannenbaum.