Families of future and current college students should be mindful of the effects of sequestration, a university's 'Scorecard,' their own savings projections, and their future debt loads.
A recent Morningstar survey found that current closed-end fund investors are using the vehicles for retirement income, but potential investors desire more education.
Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.
Andrew Salata of the Social Security Administration offers tips for how retirees can manage age and income limits to optimize their Social Security payouts.
Doug Nguyen and Andrew Salata of the Social Security Administration clarify retiree confusion about the impacts of age, marriage, divorce, and do-overs on retirement benefits.
The recent slip in performance of PIMCO's Total Return mutual fund and ETF is no reason for investors to sell shares, as the funds have strong track records, say Morningstar's Tim Strauts and Eric Jacobson.
Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with portfolio performance.
Although major indexes remain elevated, these funds could be good places to put money to work in the present market environment.
Make sure you're looking at more than just performance.
Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
Morningstar.com readers share strategies for multitasking between higher education and personal nest eggs.
Retired and soon-to-retire Morningstar.com readers swap tips for setting (and adjusting) travel budgets and stretching dollars on the trip.
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