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Article Archive: Christine Benz
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Collection
Author
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Teaching Loved Ones About Money? Here's a Tool Kit Investing Specialists Christine Benz 1519038000000
2 Areas Where the Tax Code Got More Generous US Videos Christine Benz 1518951600000
How the Tax Changes Affect Deductions US Videos Christine Benz 1518951600000
TSP Is Near Ideal, but Faults Remain Investing Specialists Christine Benz 1518692400000
Should Your Clump Your Charitable Donations? US Videos Christine Benz 1518519600000
Your Market Downturn Toolkit Investing Specialists Christine Benz 1518433200000
The Do-Over for IRA Conversions Is Done. Now What? Investing Specialists Christine Benz 1518087600000
5 To-Dos for Retirees as Volatility Returns US Videos Christine Benz 1517940000000
Don't Forget About These Costly Areas in Retirement US Videos Christine Benz 1517914800000
How a Falling Dollar Affects Your Portfolio Investing Specialists Christine Benz 1517828400000
Are Deductions Less Valuable Under the New Tax Laws? Investing Specialists Christine Benz 1517482800000
How Rising Interest Rates Affect Retirees US Videos Christine Benz 1517310000000
Don't Overlook the Valuable Intelligence in Your Tax Forms Investing Specialists Christine Benz 1517223600000
An Aggressive Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1516964400000
An Aggressive ETF Bucket Portfolio for Retirement Investing Specialists Christine Benz 1516964400000
A Moderate ETF Bucket Portfolio for Retirement Investing Specialists Christine Benz 1516964400000
A Conservative ETF Bucket Portfolio for Retirement Investing Specialists Christine Benz 1516964400000
A Conservative Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1516964400000
A Moderate Retirement Saver Portfolio Investing Specialists Christine Benz 1516964400000
An Aggressive Retirement Saver Portfolio Investing Specialists Christine Benz 1516964400000
An Aggressive Retirement Saver Portfolio for ETF Investors Investing Specialists Christine Benz 1516964400000
A Moderate Retirement Saver Portfolio for ETF Investors Investing Specialists Christine Benz 1516964400000
A Conservative Retirement Saver Portfolio for ETF Investors Investing Specialists Christine Benz 1516964400000
A Conservative Retirement Saver Portfolio Investing Specialists Christine Benz 1516964400000
Building a Portfolio That's Right for You US Videos Christine Benz 1516964400000
A Moderate Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1516946400000
Are You Holding Your Assets in the Right Types of Accounts? Investing Specialists Christine Benz 1516878000000
Conduct a Cost Audit of Your Portfolio Investing Specialists Christine Benz 1516878000000
Conduct a Tax Audit of Your Portfolio Investing Specialists Christine Benz 1516878000000
Get a Tax-Smart Plan for In-Retirement Withdrawals The Short Answer Christine Benz 1516878000000
Tax Efficiency Still Key Amid New Law US Videos Christine Benz 1516878000000
Improve Your Portfolio by Streamlining US Videos Christine Benz 1516791600000
Morningstar's Top Retirement Fund Picks for Minimalists Our Picks Christine Benz 1516791600000
Find the Right Investments for Your Retirement Portfolio Investing Specialists Christine Benz 1516791600000
Do Your Retirement Investments Need an Upgrade? Investing Specialists Christine Benz 1516791600000
Are You an Asset-Allocation Outlier? Investing Specialists Christine Benz 1516705200000
How to Allocate Assets for College Savings Investing Specialists Christine Benz 1516705200000
Assess Your Asset Allocation for Retirement Investing Specialists Christine Benz 1516705200000
6 Retirement Asset-Allocation Pitfalls to Avoid Investing Specialists Christine Benz 1516705200000
Risk Capacity and Asset Allocation Go Hand in Hand US Videos Christine Benz 1516705200000
Backdoor Roth Strategy Still an Option US Videos Christine Benz 1516705200000
How the Tax Changes Affect Financial Advisors US Videos Christine Benz 1516705200000
The Big Picture: Is Your Retirement Plan on Track? US Videos Christine Benz 1516618800000
How Empty-Nesters Can Play Retirement Catch-Up Investing Specialists Christine Benz 1516618800000
Accumulators: Is Your Retirement Plan on Track? Investing Specialists Christine Benz 1516618800000
How to Bridge a Retirement Shortfall Investing Specialists Christine Benz 1516618800000
Retirees: Are You Spending Too Much? Investing Specialists Christine Benz 1516618800000
Who Deserves Manager of the Year Honors for 2017? Readers Weigh In Investing Specialists Christine Benz 1516532400000
4 Strategies for an Organized Tax Season Investing Specialists Christine Benz 1516359600000
IRA Recharacterizations: What You Can and Can't Do Now US Videos Christine Benz 1516186800000
How the Tax Changes Affect Estate Planning US Videos Christine Benz 1516100400000
What Do Low Market Return Expectations Mean for Your Plan? Investing Specialists Christine Benz 1516014000000
How the Tax Changes Affect College-Savers US Videos Christine Benz 1515754800000
Will 2018 Be Another Up Year for Stocks? Readers Say Yes Investing Specialists Christine Benz 1515668400000
How the Tax Changes Affect Retirees and Pre-Retirees US Videos Christine Benz 1515495600000
Experts Forecast Long-Term Stock and Bond Returns: 2018 Edition Investing Specialists Christine Benz 1515409200000
Your 2018 Tax Fact Sheet and Calendar Investing Specialists Christine Benz 1515063600000
Your 2018 Financial To-Do List Investing Specialists Christine Benz 1514804400000
How to Create a Retirement Policy Statement Investing Specialists Christine Benz 1514718000000
4 Pitfalls to Avoid in a Lofty Market US Videos Christine Benz 1514286000000
Tips for Managing Debt in Retirement US Videos Christine Benz 1514113200000
3 Underdiscussed Tax Changes US Videos Christine Benz 1513875600000
Take Action on These Tax Tasks Now US Videos Christine Benz 1513798200000
What the Tax Package Means for Your Financial Plan Investing Specialists Christine Benz 1513692000000
Tips for Avoiding Costly RMD Missteps US Videos Christine Benz 1513681200000
Special Report: Year-End Portfolio To-Do List for Retirees US Videos Christine Benz 1513422000000
Creating a Durable Estate Plan US Videos Christine Benz 1513335600000
Get Your Estate Plan in Gear Investing Specialists Christine Benz 1513335600000
How to Create a Succession Plan for Your Portfolio Investing Specialists Christine Benz 1513335600000
Create a Master Directory Investing Specialists Christine Benz 1513335600000
Do You Have a Plan for Your Digital 'Estate'? Investing Specialists Christine Benz 1513335600000
Consider Your Social Security Strategy Investing Specialists Christine Benz 1513249200000
75 Must-Know Statistics About Long-Term Care Investing Specialists Christine Benz 1513249200000
Planning for Healthcare and Long-Term Care in Retirement US Videos Christine Benz 1513249200000
How Social Security and Healthcare Impact Your Portfolio US Videos Christine Benz 1513249200000
A Conservative Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1513162800000
Find the Right Investments for Your Retirement Portfolio Investing Specialists Christine Benz 1513162800000
A Moderate Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1513162800000
An Aggressive Retirement Portfolio in 3 Buckets Investing Specialists Christine Benz 1513162800000
Selecting Dependable Retirement Investments US Videos Christine Benz 1513162800000
When Retirement Bucket Portfolios Meet Multiple Retirement Accounts Investing Specialists Christine Benz 1513076400000
The Bucket Investor's Guide to Setting Asset Allocation for Retirement Investing Specialists Christine Benz 1513076400000
The Bucket Approach to Retirement Allocation Investing Specialists Christine Benz 1513076400000
Bucket Portfolio Maintenance: There's More Than One Way to Get It Done Investing Specialists Christine Benz 1513076400000
Setting an Appropriate Asset Allocation US Videos Christine Benz 1513076400000
Developing a Withdrawal Rate and Spending Plan US Videos Christine Benz 1512990000000
Get a Tax-Smart Plan for In-Retirement Withdrawals The Short Answer Christine Benz 1512990000000
7 Steps to Estimating Your In-Retirement Cash-Flow Needs Investing Specialists Christine Benz 1512990000000
Don't Be Dogmatic About Retirement-Portfolio Withdrawals Investing Specialists Christine Benz 1512990000000
7 Retirement-Portfolio Withdrawal Mistakes to Avoid Investing Specialists Christine Benz 1512990000000
Formulate a Strategy for Retirement Portfolio Withdrawals Investing Specialists Christine Benz 1512990000000
Pros and Cons of Income-Generating Strategies in Retirement Investing Specialists Christine Benz 1512972000000
Tax-Gain Harvesting Can Be a Valuable Strategy for New Retirees Investing Specialists Christine Benz 1512644400000
Would a Victory Lap Career Work for You? US Videos Christine Benz 1512558000000
A Year-End Portfolio Review in 6 Easy Steps Investing Specialists Christine Benz 1512385200000
Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit Investing Specialists Christine Benz 1511780400000
Has Indexing Become Too Big? US Videos Christine Benz 1511694000000
Passive Investors Aren't That Passive US Videos Christine Benz 1511607600000
7 Takeaways From Portfolio Makeover Week Investing Specialists Christine Benz 1511434800000
Positive Signs for Investor Behavior in Flows Data US Videos Christine Benz 1511348400000