It's Open Enrollment Season. Have You Taken a Good Look at an HSA?
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
Investing Specialists
Personal finance and retirement articles from our experts.
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Weekly Wrap: Open Enrollment, Top Bond Funds, and Financial Independence
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
A Checklist for Open Enrollment Season
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
Ben Johnson: Index Funds Are Not 'Zombie Investors'
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.
Buckets: Not Just for Retirees
Accumulators with short- and intermediate-term financial goals can employ the concept, too.
Weekly Wrap: Undervalued Stocks, Balancing Retirement and College Savings, and Funds Facing Key-Person Risk
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
7 Steps to Estimating Your In-Retirement Cash-Flow Needs
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
Alicia Munnell: Married Couples Are in the Retirement Danger Zone
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
How to Escape From a Lousy Health Savings Account
You may be switching to cut costs, but watch out: You may trigger additional fees along the way.
Weekly Wrap: Third-Quarter Recap, New HSA Ratings, and a Top Dividend Fund From Vanguard
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.