Article Archive: Christine Benz

Title Collection Author Date
How the Tax Changes Affect Estate Planning US Videos Christine Benz 01/16/18
What Do Low Market Return Expectations Mean for Your Plan? Investing Specialists Christine Benz 01/15/18
How the Tax Changes Affect College-Savers US Videos Christine Benz 01/12/18
Will 2018 Be Another Up Year for Stocks? Readers Say Yes Investing Specialists Christine Benz 01/11/18
How the Tax Changes Affect Retirees and Pre-Retirees US Videos Christine Benz 01/09/18
Experts Forecast Long-Term Stock and Bond Returns: 2018 Edition Investing Specialists Christine Benz 01/08/18
Your 2018 Tax Fact Sheet and Calendar Investing Specialists Christine Benz 01/04/18
Your 2018 Financial To-Do List Investing Specialists Christine Benz 01/01/18
4 Pitfalls to Avoid in a Lofty Market US Videos Christine Benz 12/26/17
Tips for Managing Debt in Retirement US Videos Christine Benz 12/24/17
3 Underdiscussed Tax Changes US Videos Christine Benz 12/21/17
Take Action on These Tax Tasks Now US Videos Christine Benz 12/20/17
What the Tax Package Means for Your Financial Plan Investing Specialists Christine Benz 12/19/17
Tips for Avoiding Costly RMD Missteps US Videos Christine Benz 12/19/17
Special Report: Year-End Portfolio To-Do List for Retirees US Videos Christine Benz 12/16/17
Get Your Estate Plan in Gear Investing Specialists Christine Benz 12/15/17
How to Create a Succession Plan for Your Portfolio Investing Specialists Christine Benz 12/15/17
Create a Master Directory Investing Specialists Christine Benz 12/15/17
Do You Have a Plan for Your Digital 'Estate'? Investing Specialists Christine Benz 12/15/17
Creating a Durable Estate Plan US Videos Christine Benz 12/15/17
Consider Your Social Security Strategy Investing Specialists Christine Benz 12/14/17
75 Must-Know Statistics About Long-Term Care Investing Specialists Christine Benz 12/14/17
Planning for Healthcare and Long-Term Care in Retirement US Videos Christine Benz 12/14/17
How Social Security and Healthcare Impact Your Portfolio US Videos Christine Benz 12/14/17
Find the Right Investments for Your Retirement Portfolio Investing Specialists Christine Benz 12/13/17
A Moderate Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 12/13/17
An Aggressive Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 12/13/17
A Conservative Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 12/13/17
Selecting Dependable Retirement Investments US Videos Christine Benz 12/13/17
When Retirement Bucket Portfolios Meet Multiple Retirement Accounts Investing Specialists Christine Benz 12/12/17
The Bucket Investor's Guide to Setting Asset Allocation for Retirement Investing Specialists Christine Benz 12/12/17
The Bucket Approach to Retirement Allocation Investing Specialists Christine Benz 12/12/17
Bucket Portfolio Maintenance: There's More Than One Way to Get It Done Investing Specialists Christine Benz 12/12/17
Setting an Appropriate Asset Allocation US Videos Christine Benz 12/12/17
7 Steps to Estimating Your In-Retirement Cash-Flow Needs Investing Specialists Christine Benz 12/11/17
Don't Be Dogmatic About Retirement-Portfolio Withdrawals Investing Specialists Christine Benz 12/11/17
7 Retirement-Portfolio Withdrawal Mistakes to Avoid Investing Specialists Christine Benz 12/11/17
Formulate a Strategy for Retirement Portfolio Withdrawals Investing Specialists Christine Benz 12/11/17
Get a Tax-Smart Plan for In-Retirement Withdrawals The Short Answer Christine Benz 12/11/17
Pros and Cons of Income-Generating Strategies in Retirement Investing Specialists Christine Benz 12/11/17
Developing a Withdrawal Rate and Spending Plan US Videos Christine Benz 12/11/17
Tax-Gain Harvesting Can Be a Valuable Strategy for New Retirees Investing Specialists Christine Benz 12/07/17
Would a Victory Lap Career Work for You? US Videos Christine Benz 12/06/17
A Year-End Portfolio Review in 6 Easy Steps Investing Specialists Christine Benz 12/04/17
Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit Investing Specialists Christine Benz 11/27/17
Has Indexing Become Too Big? US Videos Christine Benz 11/26/17
Passive Investors Aren't That Passive US Videos Christine Benz 11/25/17
7 Takeaways From Portfolio Makeover Week Investing Specialists Christine Benz 11/23/17
Positive Signs for Investor Behavior in Flows Data US Videos Christine Benz 11/22/17
4 Year-End Charitable Giving Strategies for Retirees Investing Specialists Christine Benz 11/20/17