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Today: January 23, 2025
Today: January 23, 2025
Christine Benz of Morningstar

Christine Benz of Morningstar

Staff Writer

Latest From Christine Benz of Morningstar

Lifestyle

7 steps to forecasting your cash flow needs in retirement

New retirees frequently rhapsodize about the joys of tossing their alarm clocks into the trash and filling their days with whatever activities they find gratifying

7 steps to forecasting your cash flow needs in retirement
Economy|Finance|Health

Don’t Settle for a Subpar Health Savings Account

Love them or hate them, it’s hard to see health savings accounts losing traction any time soon

Don’t Settle for a Subpar Health Savings Account
Business|Finance

Tackling estate planning in 7 basic steps

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly

Tackling estate planning in 7 basic steps
Business|Economy|Finance|Lifestyle|US

How to bridge a retirement shortfall

If you want to get yourself thoroughly depressed, spend a little time looking at statistics about Americans’ retirement preparedness

How to bridge a retirement shortfall
Business|Economy|Finance|Stock Markets|US

How you could benefit from tax-loss selling this year

The U.S. market gained more than 25% for the year to date through mid-December 2024

How you could benefit from tax-loss selling this year
Business|Economy|Finance

What to do with your 401(k) when you retire

For many employees, what to do with a 401(k) plan at retirement has been a foregone conclusion: Roll it over

What to do with your 401(k) when you retire
Business|Finance|Stock Markets

3 must-knows about employee stock options

If stock options are part of your compensation package, it’s worth your while to get familiar with how they work generally, as well as how your company handles stock options specifically

3 must-knows about employee stock options

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