Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar. She is also the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Email Christine at christine.benz@morningstar.com. She reads all of the emails she receives but doesn't always have time to send a personal response.

More From Christine Benz

If you’re evaluating your portfolio, make sure you’re using a benchmark that reflects what you’re actually trying to see.

Tax and IRA expert Ed Slott says it’s a mistake to assume you’ll be in a lower tax bracket in retirement than when you were working.

Bitwise Asset Management’s CIO weighs in on digital assets’ volatility, return potential, valuation, and what role they can play in a diversified portfolio.

The penalties are lighter but will more people pay them? Tax and IRA expert Ed Slott weighs in.

Examining the facts on the average incidence and duration of long-term care needs and who’s most likely to have a severe, sustained long-term care need.

More About Christine Benz

Christine Benz is director of personal finance and retirement planning for Morningstar, Inc. She is also the author of a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Sept. 2024, Harriman House). She co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance.

Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and headed up Morningstar’s team of fund researchers in the U.S. She also served as editor of Morningstar Mutual Funds and Morningstar FundInvestor.

She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

She holds a bachelor’s degree in political science and Russian language from the University of Illinois at Urbana-Champaign.

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