• 

  Special Report

  Tips for Investing at Every Life Stage

  Best practices include knowing how much you'll need to save, controlling expenses, and resisting the urge to tinker too much.

  • An Investing Road Map for Early Career Accumulators
  • Morningstar's Guide to Life-Stage Investing
• 

  Rekenthaler Report

  How to Get Really Rich

  Inherit well, be contrarian, and live for a very long time.

  • The Powerful Force: Reversion to the Mean
• 

  Improving Your Finances

  How to Create an Investment Policy Statement

  Use this document to outline parameters for your portfolio and keep it in good shape as the years go by.

  • Your 2017 Financial To-Do List
  • Investment Policy Statement Template

Morningstar Article Library

• The Short Answer
• Christine Benz Columns

Morningstar Solution Center

• How to Handle Beneficiary Designations
• Save for Your Short-Term Goals
• Should You Invest or Pay Off Debt?

Investing Basics

• Why Your Investment Strategy Should Fit on an Index Card
• Investing Tips for New Grads
• Key Questions to Ask When Choosing an Advisor
• More Investing Basics ...

Picking Investments

• An Investing Road Map for Early Career Accumulators
• How Can You Outperform Your Fund's Return?
• Homing In on Mortgage-Bond Types
• More on Investment Picking...

Using Morningstar Data & Tools

• How Some Funds Give More Than 100% When It Comes to Asset Allocation
• Putting Fair Value Estimates in Context
• See All Morningstar Tools ...

30 Days to Financial Fitness

• Christine Benz's Step-by-Step Get-Going Guide
• Week 1 Tips (Day 1-7)
• Week 2 Tips (Day 8-14)
• Week 3 Tips (Day 15-21)
• Week 4 Tips (Day 22-30)
• See All 30-Minute Money Solutions Worksheets
• Learn More About 30-Minute Money Solutions