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  1. Managing the Risk of Outliving Your Assets

    Morningstar retirement expert David Blanchett covers the pros and cons associated with the key longevity insurance products.

  2. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.

  3. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

  4. Tackling the Retirement-Income Challenge

    Premium Member Video: Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz.

  1. Annuities Amid ‘Financial Repression’

     

  2. Are Annuities Too Risky for Insurance Companies?

    The question naturally arises from Canadian life insurer Sun Life Financial’s decision to unload its U.S. annuity business for $1.35 billion, and recent shakeups in the annuity business.

  3. 10 Life Insurance and Annuity Trends for 2013

    Consumers may be wary of life and annuity products as they confront more immediate financial concerns, according to the Deloitte Center for Financial Services.

  4. Energy Face-Off: North American Energy Independence vs. Canada’s Export Plans

     

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