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  1. 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.

  2. The Pitfall of Mental Accounting in Retirement

    Professor Meir Statman advocates a structured, total-return approach to income so retirees can tap their portfolios responsibly, but he also says annuities aren't the panacea they seem to be.

  3. Reasons Retirees Avoid Annuities

    Vanguard's John Ameriks says annuities carry much value, but real-world issues and other disincentives make the products undesirable for many retirees.

  4. 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.

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