Personal Finance Advice and Commentary

This week, Morningstar’s 25th annual investment conference featured an excellent lineup of topics and discussions among analysts, mutual fund managers and retirement industry execs.

The retirement industry released some news this week that can be described as good, bad and ugly.

How are 401(k) investors doing? We’re doing the best we can, given the circumstances.

Both retirees and near-retirees are more optimistic when they have saved at least a half-million dollars.

The CFPB’s recent report reveals that more than 50 designations for financial advisers are out there, and many do not require training.

A woman’s 1993 divorce decree stipulating her right to a share of her ex-husband’s pension benefits wasn’t enough to ensure that she would get them.

Changes are afoot to our retirement system, but some people are calling for radical changes to it, including abolishment of the 401(k) plan.

Boomers could do well to take their children aside and implore them to start saving now. This would be a great legacy to leave.

Is the stock market a safer place for the Social Security trust funds? Alicia Munnell says yes.

A whopping 84 percent of Americans say everyone should have a pension. Wouldn’t that be nice?