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Retirement Planning

2 GoKawiil briefs on this topic

Morningstar analysts outline retirement planning steps for single-income couples

Christine Benz and Valentina Djeljosevic of Morningstar discussed how couples living on one income should approach retirement planning, including emergency funds and Social Security filing timing. Benz advised such couples to look beyond their current household budget and assess how retirement savings will be funded on a single salary, and to consider how the non-working spouse might re-enter the workforce later, such as through part-time or contract work.

Financial advisers urge bond investors to focus on portfolio role, not price swings

A personal finance columnist responds to a pre-retiree's worry about bond-market volatility by outlining three principles for evaluating fixed-income holdings. The piece argues investors often misunderstand why they hold bonds, focusing too much on short-term price moves rather than the asset class's purpose within a broader portfolio.