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Investing Specialists

Baby Boom Couple Assess Retirement Readiness

Our "after" portfolio is more streamlined, contains stable assets for early-retirement distributions.

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Melissa and Steve, ages 60 and 63, respectively, are typical of many workers of their generation and younger. Rather than staying put with a single employer, they've each had numerous jobs in the healthcare industry. Melissa is currently working as a contractor for a pharmaceuticals firm. Steve moved out of the private sector in the late 1990s and has been an employee in their state's university system ever since.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.