Articles From: Preparing a Portfolio for Retirement to Create a Paycheck in Retirement With a Total-Return Approach


2011/01/25
A soon-to-be-retiree deploys her sizable cash stake.
Sign-up for Preparing a Portfolio for Retirement investment picks
2011/01/27
Don't swap your whole fixed-income position for dividend-paying stocks.
Sign-up for Dividend Payers Hold Appeal, but Be Mindful of Risks investment picks
2010/10/12
Ask yourself these questions to find a dividend-focused winner for your portfolio.
Sign-up for What to Look for in a Dividend-Focused Fund investment picks
2010/11/23
Morningstar.com offers two sets of data points for a given ETF, but these data have two separate uses.
Sign-up for What Premiums and Discounts Mean for ETFs investment picks
2011/04/12
See what we recommend for risk-averse ETF investors.
Sign-up for A Conservative ETF Portfolio for Retirees investment picks
2011/01/03
This maneuver could spell trouble for those with other IRA assets.
Sign-up for Backdoor Roth IRAs Could Cost Some Investors at Tax Time investment picks
2012/07/22
Morningstar.com readers discuss when to purchase insurance and when to self-insure.
Sign-up for What Types of Insurance Are Essential? Inessential? investment picks
2011/03/20
Readers opine about rising premiums and the pros and cons of self-insuring.
Sign-up for Is Long-Term Care Insurance Right for You? investment picks
2005/09/27
Home loans aren't necessarily "good" debt.
Sign-up for How Aggressively Should You Pay Down Your Mortgage? investment picks
2009/04/06
Your step-by-step guide to restoring your asset allocation.
Sign-up for Rebalancing Made Simple investment picks
2011/02/16
Set up a custom benchmark to see if you've added value with security selection.
Sign-up for Sizing Up the Performance of Your IRA and 401(k) investment picks
2010/12/28
Streamlining your retirement accounts? Think through the key variables first.
Sign-up for What You Need to Know About 401(k) Rollovers investment picks
2011/01/31
An IRA contribution may be the better bet in some situations.
Sign-up for The Error-Proof Portfolio: Maybe You Shouldn't Max Out Your 401(k) investment picks
2012/08/05
Dental care, as well as skyrocketing health-insurance premiums and property taxes, top readers' lists of unwelcome in-retirement costs.
Sign-up for What Unexpected Expenses Crop Up in Retirement? investment picks
2012/08/09
Arm yourself with the facts on how frequently people need long-term care, how much it costs, and how long it's needed.
Sign-up for 40 Must-Know Statistics About Long-Term Care investment picks
2010/06/01
Adding inflation protection to your portfolio, sensibly.
Sign-up for How Much Should Retirees Stake in TIPS? investment picks
2012/03/20
Understand how to go global without going out on a limb.
Sign-up for What's the Right Foreign Allocation? investment picks
2010/11/01
Find the right yardstick before judging your performance results.
Sign-up for The Error-Proof Portfolio: Beware of Performance Envy investment picks
2011/11/14
I-Bonds boast tax advantages, but purchase limits damp appeal.
Sign-up for TIPS Versus I-Bonds investment picks
2012/08/19
Readers weigh issues of money, accessibility, and proximity to friends and family when deciding whether to move to a smaller home.
Sign-up for Is Downsizing Part of Your Retirement Plan? investment picks
2009/10/01
Tips for ensuring your assets flow to the right people.
Sign-up for How to Handle Beneficiary Designations investment picks
2011/03/18
An estate-planning expert shares insights on who needs to take action--and who doesn't.
Sign-up for Is Your Wealth Safe Under New Estate Tax Laws? investment picks
2012/03/20
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix investment picks
2009/10/01
Five tips to help you avoid the Alternative Minimum Tax.
Sign-up for How to Control Your AMT Exposure investment picks
2011/10/18
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix investment picks
2010/01/07
If you've determined your portfolio needs more bonds now, here are some thoughtful ways to structure your allocation to the hot asset class.
Sign-up for Don't Get Burned by Your Bonds investment picks
2009/09/17
This mild portfolio is geared toward conservative investors with 10-year time horizons.
Sign-up for A Conservative Model Portfolio for Retirees investment picks
2011/04/21
Clip and save for cost-cutting ideas on shows, restaurants, hotels, and airfare.
Sign-up for 50 Ways Retirees Can Cut Their Travel and Leisure Costs investment picks
2011/04/07
If you're looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look.
Sign-up for 65 Ways Retirees Can Cut Their Day-to-Day Expenses investment picks
2010/12/08
If you're looking to establish a sane, sustainable withdrawal plan, then follow these tips.
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Articles From: Preparing a Portfolio for Retirement to Create a Paycheck in Retirement With a Total-Return Approach
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