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Browsing Tag

Morningstar

9 posts
PPersonal finance
Should higher earners still make 401(k) catch‑up contributions?
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We Need to Talk About Your Retirement ‘Spending’

  • March 10, 2026
I spend a lot of time talking to retirees about their spending plans. Many of them proudly tell…
PPersonal finance
Should higher earners still make 401(k) catch‑up contributions?
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Should higher earners still make 401(k) catch‑up contributions?

  • February 24, 2026
Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their…
BBusiness
AI rattles US investors, while China’s tech stocks hold steady – for now
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AI rattles US investors, while China’s tech stocks hold steady – for now

  • February 14, 2026
Artificial intelligence is already reshaping industries and markets, even though artificial general intelligence (AGI) – a still theoretical…
PPersonal finance
Average 401(k) Withdrawal Rate for Retirees in 2026 Revealed—What Does It Mean for You?
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Average 401(k) Withdrawal Rate for Retirees in 2026 Revealed—What Does It Mean for You?

  • January 27, 2026
Recent research shows that married retirees withdraw about 2.1% of their savings annually, while spending 80% of their…
PPersonal finance
3 Big Changes for Retirement Planning this year
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3 Big Changes for Retirement Planning this year

  • January 6, 2026
For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions.…
AArtificial intelligence
The Best Artificial Intelligence (AI) Stocks to Buy Ahead of 2026, According to Wall Street Analysts (Hint: Not Palantir)
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The Best Artificial Intelligence (AI) Stocks to Buy Ahead of 2026, According to Wall Street Analysts (Hint: Not Palantir)

  • December 28, 2025
Morningstar analysts recently ranked Nvidia and Microsoft as the two best artificial intelligence stocks to buy right now.…
PPersonal finance
The Key to a Winning 401(k)
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5 Financial To-Dos Before the End of 2025

  • December 7, 2025
As 2025 winds down, here are some moves to help you finish the year strong financially. Morningstar’s director…
PPersonal finance
The Key to a Winning 401(k)
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The Key to a Winning 401(k)

  • November 11, 2025
Retirement saving requires key decisions: when to start, how much to save, and where to invest. The investing…
PPersonal finance
Here’s the 1 big cost you simply must cut in retirement — can add up to thousands of dollars and you don’t even feel it
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Here’s the 1 big cost you simply must cut in retirement — can add up to thousands of dollars and you don’t even feel it

  • October 16, 2025
takasu/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. For…
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