"Morningstar" Articles
Weekend Reading: Don't Neglect the Softer Side of Your Estate Plan
Hopefully your estate plan includes the basic estate documents and beneficiaries, but here’s a look at why you might want to go deeper and be more descriptive with your wishes before your passing.
Weekend Reading: My 'Too Hard' Pile is Pretty Big
Here’s a unique way to view your investment options, and it’s a strategy Warren Buffett and his right-hand man, Charlie Munger, utilize as well.
Weekend Reading: What I Learned from My 'Faux-Tirement'
We’ve previously discussed the concept of a ‘phased retirement’ on the Retire With Purpose podcast, but another way to test out this new lifestyle is a retirement trial run.