Why you need a retirement policy statement

Christine Benz explains why this is a must-have document for retirees and how to set it up.

Christine Benz 27 July, 2018 | 5:00PM Jeremy Glaser

 

 

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. If you're approaching retirement, a retirement policy statement might be something that's worthwhile putting together. I'm here with Christine Benz, she is our director of personal finance, to talk about what it is and how to make one.

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About Author

Christine Benz

Christine Benz  Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

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