As 2025 winds down, here are some moves to help you finish the year strong financially. Morningstar’s director of personal ...

For decades, the 4% rule has served as a simple benchmark for retirees: withdraw 4% of your portfolio in year one, adjust for inflation each year after, and your savings should last about 30 years.

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a ...

I, along with many other retirement commentators, have had an unhealthy adherence to the concept of the retirement journey.

Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, ...

A new Morningstar analysis suggests that adding semiliquid private market funds to defined-contribution retirement plans may offer incremental improvements to retirement outcomes, particularly for ...

Are private markets in defined contribution plans worth it? For some people, sometimes. The White House and asset managers ...