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  1. UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

    UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

  2. UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

    UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

  3. UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

    UPDATE: Ditch your New Year's resolutions and set 3 realistic money goals for 2017

  4. 7 Retirement -Portfolio Withdrawal Mistakes to Avoid

    Asset allocation, time horizons, and taxes can complicate withdrawal-rate planning.

  5. Bucket Portfolios for Retirement Income: Step by Step

    Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio , including some of her favorite funds for retirees.

  6. Making Money Last in Retirement

    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.

  7. A Roadmap for Assessing Retirement Portfolio Performance

    Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.

  8. Is Your Retirement Portfolio's Asset Allocation on Track?

    Some guidance on setting--and not forgetting--your portfolio's stock/bond/cash mix.

  9. Don't Be Dogmatic About Retirement -Portfolio Withdrawals

    In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.

  10. Morningstar's 5-Point Retirement Portfolio Checkup

    Jan. 26-30: Check your savings progress, assess your asset allocation, evaluate performance, size up your individual holdings, and get new ideas with model portfolios from Morningstar.

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