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Wednesday, September 16, 2009

Baby Boomer Retirement Guide

Everyone wants a secure retirement. And during difficult economic times, it’s critical that investors nearing retirement take a hard look at what they’ve saved—and determine whether those savings are sufficient.

The folks at Morningstar have created the Baby Boomer Retirement Guide to help retirement-bound investors examine their portfolios and transition them into retirement. This document can be downloaded and covers the following topics:

  • Planning Advice for Every Life Stage
  • Is Your Retirement Portfolio on Track?
  • Playing it Safe (but Not Too Safe for Retirement)
  • Weighing Options for an Early Retirement
  • Hitting a Pothole on the Road to Retirement

The information in this document is just one of the many Morningstar tools available to library users. You have access to data and research on individual securities, and valuable research on more than 35,000 stocks, mutual funds, and ETFs via the Morningstar Investment Research Center. It also includes powerful screeners, in-depth industry data and investment education, and the exclusive Portfolio X-Ray® tool, which can help you analyze your portfolio and decide where to make changes.

Morningstar Investment Research Center is great tool for new and veteran investors. It's chock full of unbiased analyst reports, tools for evaluating your portfolio, and lessons on how to invest. The best part is that it's free to all valid library cardholders! Begin now or learn more.

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