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PLANNING News & Analysis

Are you neglecting the non-financial aspects of retirement planning?
Retirement
Are you neglecting the non-financial aspects of retirement planning?
Retirement doesn’t always feel like the perpetual holiday that we imagine it will be. These tips can help.
James Gruber | 19 May 2025
Answering your questions about retirement
Retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts. 
Mark LaMonica, CFA | 14 May 2025
How to retire early
Personal Finance
How to retire early
Three things to consider when planning for an early retirement. 
Mark LaMonica, CFA | 04 May 2025
How to create an airtight will
Personal Finance
How to create an airtight will
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.
Shani Jayamanne | 27 April 2025
Is this a safe way to get higher returns in retirement?
Retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark LaMonica, CFA | 15 April 2025
What if you don’t have enough to retire?
Retirement
What if you don’t have enough to retire?
4 steps to stretch your retirement savings. 
Mark LaMonica, CFA | 14 April 2025
Is cognitive decline a risk to your retirement?
Retirement
Is cognitive decline a risk to your retirement?
New research reveals undiagnosed cognitive decline can cost retirees tens of thousands of dollars through bad investments or financial scams.
James Gruber | 27 March 2025
2 charts to explain the trade-offs in retirement planning
Retirement
2 charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
Mark LaMonica, CFA | 23 March 2025
Unpacking investment risk in superannuation
Personal Finance
Unpacking investment risk in superannuation
Understanding investment risk in superannuation is crucial for your retirement account. Here's a guide on how to define, take, and manage risk to...
Annika Bradley | 13 March 2025
How much do you need to save for retirement?
Retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear. 
Mark LaMonica, CFA | 10 March 2025