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INDEPENDENCE News & Analysis

A checklist for financial independence
Personal Finance
A checklist for financial independence
The look at steps all investors can take to move along the pathway to independence.
Mark LaMonica, CFA | 17 October 2023
Setting yourself up for financial freedom in your 50s
Personal Finance
Setting yourself up for financial freedom in your 50s
Your 50s are the time when many people can achieve financial freedom. 
Mark LaMonica, CFA | 31 August 2023
In celebration of financial independence
Personal Finance
In celebration of financial independence
For many people, what ends up mattering is not retiring early but rather possessing the option to do so. Freedom is power.
John Rekenthaler | 15 July 2020
Morningstar April month in review
Personal Finance
Morningstar April month in review
Our April update includes news about the expansion of our editorial team and the release of our Earnings Season Insights special report.
Mark LaMonica, CFA | 07 May 2018