Articles From: College-Savings Outlook: Cloudy With a Chance of High Fees to The Error-Proof Portfolio: For Annuities, Timing Is Key


2010/04/15
529 plans are tough to analyze and too expensive.
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2012/10/15
27 plans earn medals from Morningstar analysts.
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2015/02/17
Fees and expenses are often hidden and complicated. It's time to show investors what they're paying for.
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2008/08/12
Tapping into your retirement savings could leave you worse off.
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2012/08/30
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
Sign-up for A Sample Retirement Portfolio Using the Bucket Approach investment picks
2010/08/31
The Combine feature in Morningstar.com's Portfolio Manager tool allows investors to create a streamlined view of their assets to help accomplish specific goals.
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2013/12/02
These worksheets can help you tackle basic financial-planning tasks, such as setting up a budget, or more advanced ones, such as setting your in-retirement portfolio-withdrawal rate.
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2014/02/13
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
Sign-up for An Aggressive Retirement Portfolio in 3 Buckets investment picks
2011/09/15
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
Sign-up for An Aggressive ETF Portfolio for Retirees investment picks
2014/03/06
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Sign-up for A Conservative Retirement Portfolio in 3 Buckets investment picks
2015/01/28
Setting aside one to two years' worth of living expenses in one bucket can make it easier for retirees to also hold more volatile assets with higher potential returns for the later years of retirement.
Sign-up for The Bucket Approach to Retirement Portfolio Construction investment picks
2012/03/22
Bad timing could obliterate the long-term benefits of these investments.
Sign-up for Retirees: Look Before You Leap Into Commodities investment picks
2010/08/12
Even though the process might appear convoluted, there are key factors to consider when optimizing Social Security benefits for your spouse and yourself.
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2010/04/12
Beware of locking in a low fixed payout.
Sign-up for The Error-Proof Portfolio: For Annuities, Timing Is Key investment picks
2011/11/15
Following this rule of thumb might serve you well in case interest rates go up.
Sign-up for How to Stress-Test a Portfolio's Interest-Rate Sensitivity investment picks
2011/02/16
Conduct a quick portfolio checkup using our handy tool.
Sign-up for X-Ray Your Retirement Accounts--and Interpret the Results investment picks
2011/09/15
See what we recommend for risk-averse ETF investors.
Sign-up for A Conservative ETF Portfolio for Retirees investment picks
2014/12/10
Although some of these common tacks seem sensible, they have drawbacks, too.
Sign-up for Seeking to Defend Against Rising Bond Yields? Pick Your Poison Carefully investment picks
2011/05/12
The essential first step for retirement portfolio planning: finding the right stock/bond mix.
Sign-up for Is Your Retirement Portfolio's Asset Allocation on Track? investment picks
2011/07/22
Getting this calculation right can help ensure that you keep up with cost-of-living increases but don't outlive your savings.
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2012/01/08
Morningstar.com posters like holdings that show them the money, while others are taking a contrarian tack.
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2009/10/15
An interview with Jason Zweig, author of Your Money and Your Brain.
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2011/05/22
Morningstar readers share guidance on money matters as well as getting the best out of life for recent college graduates.
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2011/11/14
Put investments' payouts in the proper context.
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2011/04/11
When it comes to exchange-traded funds, asset allocation and diversification matter more than the vehicle you choose.
Sign-up for The Error-Proof Portfolio: Focus on the Investment, Not the Wrapper investment picks
2011/04/12
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
Sign-up for A Moderate ETF Portfolio for Retirees investment picks
2011/04/12
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
Sign-up for An Aggressive ETF Portfolio for Retirees investment picks
2010/07/08
Working longer and managing spousal benefits are key variables when factoring Social Security into your retirement plan.
Sign-up for Optimizing Social Security: It's More Complicated Than You Think investment picks
2011/01/28
These funds can form Part 2 of a two-part short-term fund.
Sign-up for How to Wring More From Your Short-Term Assets investment picks
2010/09/13
Beware of locking in a low fixed payout.
Sign-up for The Error-Proof Portfolio: For Annuities, Timing Is Key investment picks
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Articles From: College-Savings Outlook: Cloudy With a Chance of High Fees to The Error-Proof Portfolio: For Annuities, Timing Is Key
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