FINANCIAL PLAN News & Analysis

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?

It should, and here's how to find them

We put together a 5-step to-do list for Santa, to make sure all future Christmases run smoothly while he spends January on a beach!

These common trouble spots can catch retirees off guard (who don't plan for them).

Savings rate rules of thumb are better than nothing, but smart investors customise their own savings targets.

Taking stock of your assets and liabilities can yield valuable intelligence about your financial health, writes Morningstar director of personal...

Morningstar's director of personal finance Christine Benz looks at when it's worth it to work with a financial adviser.

As retirement looms, it is important to have a plan, and then invest accordingly, to achieve all your retirement goals.