Asset allocation, time horizons, and taxes can complicate withdrawal-rate planning.
The precisely right withdrawal rate is elusive, but taking these steps can keep yours on track.
Living off of current yields is just one way to extract the cash flow you need.
With mortality improvements, investors planning for a long retirement should consider an annuity, delaying Social Security, and being more aggressive with their portfolio.
Use our template to document your retirement assets, strategy, and spending system.
In relative terms, the best have declined, while the worst have improved.
Overlooked funds from Vanguard, T. Rowe Price, and Fidelity.
These large companies have sustainable competitive advantages, but their stocks are too pricey for our taste.
Morningstar.com is now accepting candidates for Christine Benz's 2018 Portfolio Makeover Week.
We compare and contrast a few of the most common college savings vehicles.
The investment industry doesn't often give something for nothing.
Taking the outside view can help investors better measure their odds of investing with the best.
Investors don't need to be demoralized, or take on too much risk, to amass a sizable retirement account.
Some degree of cognitive decline is inevitable for most. Contributor Mark Miller outlines steps to take today to protect your assets.
5-Star Stocks
Looking for bargains? These companies are all trading below what our analysts think they are worth.
