Navigating Housing Choices and Relationships in Aging | 4min snip from Investing Insights

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Don't Overlook These Crucial Parts of Your Retirement Plan

Investing Insights

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CHAPTER

Navigating Housing Choices and Relationships in Aging

This chapter explores the true meaning of aging in place, encouraging older adults to prioritize community over merely staying in their long-time homes. It highlights the importance of social relationships and the potential for enriching connections as one navigates the aging process.

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Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Benz joins Investing Insights to discuss her new book and how to avoid easy-to-miss pitfalls of retirement planning.

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