Retirees: Time to Check Cash Holdings
Christine Benz says a retiree's spending rate, cash holdings, and charitable giving are areas to consider this time of year.
Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. As we enter into the second half of 2018, it might be a good time for retirees to do a portfolio checkup. I'm here today with Christine Benz, she is our director of personal finance, to look at six tips of how to make that go smoothly.
Christine, thanks for joining me.