Morningstar
Viewpoints on the Social Security Trust Fund Issue
Everybody has their own opinions about Social Security’s financial outlook, especially now, in the aftermath of the 2026 Trustees Report and the shortened runway to trust fund depletion. Along with those opinions, of course, come attitudes about specific elements of…
Retiring Next Year? Here are some pre-planning tips to set you up for success.
Retirement planning can be an intimidating process for many folks, involving Social Security benefit claiming, investment strategies, health care cost estimating, tax strategies, etc. In this segment of Morningstar’s Retirement Countdown series, Christine Benz focuses on the near term, outlining…