In Chapter 17 (and throughout Managing Retirement Wealth), Julie relied on Morningstar for stock insights and information. To start, you can access Morningstar’s free content online at For more comprehensive resources, you’ll want to try Morningstar Premium, the members-only content on, which includes Morningstar’s analyst reports and screeners to uncover stocks, funds, and ETFs that you might want to explore further, as well as tools like Portfolio X-Ray, that can help uncover investment strengths and weaknesses. For the access code to this free offer, please register here.

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