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Investing Specialists

The Multitaskers: Saving for Retirement With an Eye on College

With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.

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Note: This article is part of Morningstar's October 2013 College-Savings Boot Camp special report. This article originally appeared May 20. 

Portfolio Makeover Profile
Steven and Abby | Ages: 39 and 39
Assets: $421,683 | Key Financial Goals: Funding Retirement, Paying for College

Christine Benz has a position in the following securities mentioned above: OTCFX. Find out about Morningstar’s editorial policies.