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Kiplinger
Kiplinger
Business
Janet Bodnar

UNCOVERED: Four lessons for a happy successful and wealthy retirement | History Defined

A group of retiree friends pose for a selfie in a diner.

Christine Benz is director of personal finance and retirement planning for Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (see a related podcast at Morningstar).

Benz devotes a chapter each to advice from 20 specialists in all aspects of retirement, from social and healthy living to income, investing and taxes. I spoke with Benz about highlights from her book.

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