This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The
Financial columnist Gail MarksJarvis lays out planning strategies fortaxes , Social Security, Medicare, and more, that retirees and pre-retirees should keep in mind amid U.S. budget uncertainty.
Market trends have altered the benefits of several annuity products, and Morningstar's Kevin Loffredi examines what retirees should know before investing in these vehicles.
Morningstar's director of personalfinance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.
Director of personalfinance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.