Christine Benz

MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ TAKES US THROUGH AN ANNUAL FINANCIAL WELLNESS CHECKUP

December 7, 2018

How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup.
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BENZ: UNMET LONG-TERM NEED

December 7, 2018

UNMET LONG-TERM NEED

In her role as Morningstar’s Director of Personal Finance Christine Benz tackles the major problems facing retirees. One of the biggest is the cost of long-term health care.


Watch the related WEALTHTRACK episode.

PREMIUM: BENZ

December 5, 2018

FINANCIAL FITNESS CHECKUP

How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup.

BENZ: “THE BUCKET APPROACH” TO RETIREMENT

June 6, 2014

Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order  to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets.  Bucket one is completely liquid and safe to cover near term expenses. Bucket two is intermediate term, high quality bond and balanced funds for peace of mind.  Bucket three is for long-term appreciation. We asked Benz to give us specific recommendations for each bucket. Here are some of her core recommendations. Continue Reading »

BENZ: MANAGING THE BUCKETS

June 6, 2014
Since WEALTHTRACK might be pre-empted because of public television fund raising drives this weekend, we are revisiting Consuelo’s interview with two Morningstar all-stars. You can watch it here.
Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy.

She shares more on her contrarian strategy on getting more income from your portfolio here at Morningstar.

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