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Planning to Retire Soon? Flexibility and Spending Count

Investing Insights

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How to Choose the Right Time to Retire

Inflation and interest rates jumped in 2022. balanced portfolios made up of US stocks and bonds dropped nearly 20%. In 2023, economic uncertainty continues to rattle markets. What can baby boomers and other future retirees do to figure out if their plan is on track? Morningstar's investment specialist Susan Jibinski with Morningstar Inc's Director of Personal Finance, Christine Benz discuss what should be on your pre-retirement checklist.

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