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

The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.

The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.

The data suggest that industry-specific funds don't do much to diversify a U.S. equity portfolio.

The author and stock analyst discusses explaining investment principles to newbies, whether beginning investors should hold individual stocks, and his enthusiasm for spreading financial wellness.

New tables for RMD calculations will result in slightly lower withdrawals for most accountholders.

Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.

Managing both volatility and risk in uncertain times.

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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