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Portfolio Makeover Week 2019

Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

Retired Couple Aim to Live Their Best Life Without Fear of Running Out

A strong market has propelled the portfolio of this retired couple, but what if the next decade isn’t as good?
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Monday

Young ‘Supersaver’ Balances Near-Term Goals Against Long-Term Priorities

In a pricey housing market, early-career savers grapple with balancing retirement savings alongside their goal of owning a home.
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Tuesday

Pre-Retirees Ask: ‘Can We Retire?’

As retirement draws close, a couple checks up on the viability of their plan.
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Wednesday

Making Retirement Work on a Tight Budget

With 7 to 10 years to go until retirement, a pre-retiree assesses what adjustments are in order.
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Thursday

Multitaskers Get Serious about Retirement Funding

Raising 3 children and living primarily on a single income, a young family aims to create a plan that can address multiple goals.
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Friday