Thu, 19 Dec 2013
The Accumulator behavioral investor type can be among the most difficult to advise.
Retirement expert Mark Miller urges pre- retirees to be mindful of how age, Medicare, and spousal strategies all interplay with Social Security benefits.
TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.
Delaying Social Security benefits until age 70 offers the best return for retirees , but there are instances when it's helpful to claim as early as possible.
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 .
Relative to their categories, Fidelity's stock funds generally fared better than its fixed-income portfolios last year, but several funds in both camps have good long -term prospects.
Morningstar's Eric Jacobson outlines three short-term bond funds that can protect against rate sensitivity, but mind the risks as such funds aren't cash substitutes.
The 401(k) is really a thrift plan that we've tried to redesign into a retirement plan , and it needs to change, says the Vanguard founder.
Recent Morningstar research shows that while some buys exist across the equity fund universe, many areas, such as dividend-paying stocks, are close to fully valued.
Jan. 24-28: Our top income, allocation, risk-management, and investment ideas for retirees .
Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
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