FYI: If there was ever an appropriate time to take stock of financial plans this is it. And we couldn’t find a guest better qualified than Christine Benz, personal finance guru at Morningstar where she has been the firm’s Director of Personal Finance since 2008. Over her 25 years at the firm she has held numerous key positions, from head of the entire mutual fund analyst team, editor of key publications such as Morningstar FundInvestor and Morningstar Mutual Funds as well as written several of the firm’s best-selling investment books.
Throughout it all Benz has been dedicated to the firm’s mission, which has become her own, to help investors reach their financial goals. She has helped millions of individuals do just that.
This week she will take us through her recommended annual exercise of doing what she calls a financial “wellness check.” Plus, in our online exclusive EXTRA feature, Benz tackles one of the biggest challenges facing retirees, the cost of long-term health care.
Regards,
Ted
