Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us.
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Christine Benz
Director of Personal Finance and Retirement Planning, Morningstar
ACTION POINT
READ CHRISTINE BENZ’S BOOK HOW TO RETIRE: 20 LESSONS FOR A HAPPY, SUCCESSFUL, AND WEALTHY RETIREMENT
BOOKSHELF
ONE INVESTMENT
BENZ: ACTIVELY LOW FEES
- Buy a highly ranked, actively managed fund with low fees
- Benz recommends American Funds Washington Mutual Investors Fund
- Focuses on financially strong companies with histories of paying dividends
- Five-star, Silver-medalist Morningstar rating
STOCK, BOND, FUND MENTIONS
MORNINGSTAR GOLD-RATED TARGET-DATE FUNDS
- BlackRock LifePath Index
- Fidelity Freedom Index
- Capital American Target Date Retirement
- T. Rowe Price Retirement
- T. Rowe Price Retirement Blend