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Investing Specialists

Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.

Four ideas for streamlining your holdings and reducing your oversight obligations.

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I make a living, at least in part, by writing and educating about how to plan the financial aspect of retirement. It’s engaging and gratifying work for a couple of reasons.

First, there’s always something new to talk about, whether it’s changes to the tax code or erratic stock-market behavior. In addition, people need the help: Even investors who are using an advisor to help them plan their retirements need to educate themselves or get a second opinion on various matters. 

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