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  1. Lord Abbett Affiliated Manager Departs

    A Fidelity fund manager steps down after inconsistent performance, Aberdeen closes on its acquisition of Artio, and a Goldman Sachs Asset Management fund manager retires.

  2. Seasoned Professional Seeks Guidance on Pre-Retirement Portfolio

    In case a layoff 'comes of of nowhere,' we prep a portfolio for liquidity and long-term growth.

  3. 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.

  4. Morningstar.com's 2013 Portfolio Makeover Week

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

  5. Sandwich Generation Couple Plots Transition to Retirement

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

  6. 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.

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

    The essential first step for retirement portfolio planning: finding the right stock/bond mix.

  8. A Sample Retirement Portfolio Using the Bucket Approach

    This aggressively positioned portfolio illustrates how this increasingly popular strategy works.

  9. Spring Clean Your Portfolio

    Morningstar's director of personal finance offers tips for tidying up old 401(k)s, sweeping out stray investments, and taking stock of company stock.

  10. How to Build Your Income Stream

    As yields remain low, today's retirees have to really think out of the box when it comes to building an income stream; noted advisor Harold Evensky and Vanguard's John Ameriks explore practical strategies to obtain income without overstretching for yield.

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