Taking advantage of tax benefits by investing in low-cost, smartly designed 529 plans can stretch your college savings dollars.
We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.
Weighing the pros and cons will help you choose the best option.
Plan sponsors are increasingly offering Roth 401(k) accounts alongside traditional 401(k) accounts.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
The ins and outs (or rather, ups and downs) of the yield curve.
Here are some things you can do to safeguard your accounts.
A new book offers straightforward advice from start to finish.
We take a look at the valuations of six prominent IPOs.
The FAFSA for the 2019-20 school year is now available. Don't disregard it when planning how to pay for college.
Data shows that more parents are taking out loans for college funding. We take a look at the pros and cons of different funding sources.
Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.
We compare and contrast a few of the most common college-savings vehicles.
If setting up a college savings account is on your to-do list, here are some tips for getting going.
Sonal Desai, chief investment officer of the Franklin Templeton fixed-income group, says fundamentals in global bond markets are strong.
Berkshire has traditionally benefited from being able to sniff out companies with moats, including for these holdings.
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough.
Consider setting up a living will and a durable power of attorney for healthcare.
Many times it lends helpful context, but not always.
Michael Kitces explains why congeniality shouldn't be the main consideration.
Michael Kitces says retirees could be more flexible with withdrawal rates.
Not the ideal scenario, but also not a deal breaker.
Life is full of surprises; not all of them are good.
Here are the pros and cons of using Roth IRAs for college savings.
Here's a crash course, with links to more in-depth analyst opinions and commentary.
Get a better understanding of these popular college savings vehicles to help you maximize your investment.
It may be an unpleasant surprise, but a lower refund might not be a bad thing.
The combination of a higher standard deduction and new and enhanced credits should offset the repealed personal exemptions.
A tax deduction for the payer is no longer allowed, but the new tax laws may not apply to you.
The American Opportunity Tax Credit or the Lifetime Learning Credit: Which should you take?
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
Yes, but the way it works has changed.
If you are unable to work as a result of an injury or illness, the last thing you need is serious money problems.
Self-directed investors should keep their risk tolerance in mind when choosing a 529 plan.
We walk through how to use Morningstar.com's tax analysis tools to determine if a fund is a good fit for a taxable account.
Predicting the winners and losers of the next rate hike is a difficult undertaking.
These 10 undervalued Morningstar US Dividend Growth Index constituents are cash-rich businesses with sustainable and growing payouts.
These high-quality consumer defensive stocks are trading below our fair value estimates.
Though these index funds and ETFs aren't free from a cost perspective, they are not tethered to one brokerage platform.
We think investors are underestimating these companies, which are well-positioned to benefit from Morningstar analysts' nine 'exponential technology' themes.
Mid-caps offer good risk/reward potential, but check your existing exposure before buying a dedicated fund.
Factoring your total tax liability into your hourly/day rate calculation can help you stay out of debt and have more money to save.
Short-term bonds currently offer attractive yields with modest interest-rate risk.
The Morningstar US Dividend and Buyback Index focuses on companies that are shareholder-friendly capital allocators.
Without payroll deductions, you have to anticipate how much you'll owe and incorporate it into your budget.
As we wrap up the second quarter, our equity analysts name their best ideas in every sector.
Investing in a Dow-tracker hasn't been a disastrous bet, but better options for passive core equity exposure abound.
We take a look at the new entrants to the Morningstar Dividend Yield Focus Index, and we explore how to use Morningstar metrics to find high-quality companies with safe dividends.
The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in June.
Experts discuss the pros and cons of various income-oriented strategies.