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 noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'

Bucket 2 has sprung a small leak recently, but cash holdings are proving their mettle.

A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value’s slump, equal-weighting, and the low-volatility phenomenon.

A volatile market could have you rethinking some long-held retirement plans, especially if you're close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.

The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.

As the April 15 deadline draws near, we clear up some key points of confusion for would-be contributors.

The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.

The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.'

The retirement 'sweet spot' is now larger, but Social Security and other considerations could limit tax-saving benefits.

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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