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Researcher Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar, recently published How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.

In the book, Benz interviews academicians and practitioners from the world of personal finance and retirement, with specialties in financial planning, tax, estate planning, insurance, asset allocation, Social Security, healthcare, and hospice care.

Each chapter is structured in a Question-and-Answer format, so the reader is able to engage as an observer of an interview.

In addition to lots of good advice about managing finances in retirement, Benz also moves beyond dollars and cents.

She says: “When, and how to retire is less than 50% related to money. Yes, you need to have the funds. But more important, you need:

  • A network of people who care about you
  • To practice healthy habits and take care of your body
  • A plan for your days
  • Activities that bring you joy”

The book is both information rich and thought provoking and will be a good resource for those in retirement, or approaching that milestone.

-RK