Thanks for all the great advice you have given over the years. My situation is a bit of an odd one. My wife and I have been best friends since we were in our teens (we are 45 now). In 2008, before our ...

Combine the Morningstar insights that clients trust with the tools to grow your practice. In one convenient platform, you can focus on what matters most—meaningful conversations with clients and ...

Economist Alicia Munnell, one of the nation's leading experts on retirement, has some advice that may seem counterintuitive: The key to a successful retirement, she says, is not to retire.

Every year, various publications reveal new "best places to retire abroad" lists. Providing snapshot overviews and gorgeous photos of top expat countries, these articles are wildly popular whether ...

You might find, after careful analysis of your spending needs and savings goals, that it is OK to withdraw some of your investments to in order to delay claiming Social Security. Ultimately, it's a ...

Give each child an equal amount and allow them to make their own mistakes. If you don't trust your daughter to spend the money wisely, have a separate conversation with each child about their needs, ...

The time-honored - and sometimes controversial - 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...

She stopped working about 15 years ago and started drawing her Social Security when she was 62' I am close to pulling the plug on working. I turn 70 next year and plan to work until I hit 70 before ...

Netflix has certainly done its share to promote the second season: It not only gave it a prime holiday spot on the calendar - it debuted the day after Christmas - but it also has created a free mobile ...

Developments in the global market, the academic arena, and in Morningstar research.

If you don't pursue this because you are afraid, then you may as well still be in the marriage feeling unhappy and powerless. This is the time to stand up for yourself and claim what you are entitled ...

To find some of the best examples of cutting-edge companies using AI to boost growth, I turned to Baron Capital, manager of the Baron mutual fund family. Many of the firm's funds outperform because of ...