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PERSONAL FINANCE
6 Steps to Hiring a Financial Planner
A little help from a professional advisor can be well worth the time and money.
Printable Financial Planner Questionnaire
THE ERROR-PROOF PORTFOLIO
4 Tips for Investing a Windfall
If you've received an inheritance, a bonus, or a large financial surprise of some kind, follow these four steps.
SPECIAL REPORT
5 Days to Better Investing
Taking the right steps in the right order, and avoiding the critical mistakes, can get you well on your way to investing success.
How to Create a Budget You Can Live With
Find the Right Stock/Bond Mix
Five Core Stock Funds You Don't Have to Babysit
Top Core Bond Funds to Complement an Equity-Heavy Portfolio
Rebalancing Made Simple
Dorsey: Rewire Your Brain for Better Investing
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MORNINGSTAR SOLUTIONS CENTER
Save for Your Short-Term Goals
Whether you're considering a new home, a big trip, or saving for a new roof, Morningstar can help you research the potential investment vehicles that can help you reach your goals.
Should You Invest or Pay Off Debt?
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Morningstar Article Library
The Short Answer
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30 Days to Financial Fitness
Christine Benz Step-by-Step Get-Going Guide
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Week 2 Tips (Day 8-14)
Week 3 Tips (Day 15-21)
Week 4 Tips (Day 22-30)
First Steps
New Grads: Five Steps to Start Your Financial Life Right
What's Important When Hiring or Firing a Fund Manager?
Tips for Investors Just Starting Out
A Beginning Investor's Reading List
Getting Kids Started in Investing
Picking Investments
What You Need to Know About Stock Dividend Dates
Great Investments for Getting Started
Making Sense of Share-Class Alphabet Soup
Is It Time to Dump Your Broker?
Save for Your Short Terms Goals
Avoid These Three Investment Mistakes
Analyze Funds Like the Pros
When It Pays to Hire a Financial Professional
Who's Really in Charge of Your Mutual Fund?
Are There Hidden Fees in Your Mutual Fund?
The Keys to Picking Winning Funds
How Some Investors Ruin a Great Fund
Getting the Best Deal on Fund Share Classes
Four Questions to Ask When a Manager Leaves
Using Morningstar Data & Tools
How to Use Our New Analyst Rating for Funds
Do Fund Returns Include Expenses and Loads?
What to Do If Your Holding Doesn't Appear on Morningstar.com
A Guide to the New Mutual Fund Quote Page
Why Is My Fund's Style Box Different from Its Category?
How to Make the Most of the Morningstar Style Box
Tools to Get Started
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Bring Your Spouse Up to Speed on the Finances
Your Portfolio's Best Friend
Zweig: Where Financial Reform Should Focus First
Benz: Three Investments I Wouldn't Buy
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