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Getting Started
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Planning for Retirement?
- Build, analyze, and edit your investment portfolio with the Portfolio X_Ray tool!
- Utilize the Retirement Savings Calculator to check on your savings rate and define retirement goals.
- Look through articles and videos for frequently updated tips and ideas on retirement.
New to Investing?
- Take an online, self-paced course with Morningstar’s Investing Classroom to begin learning the basics.
- Utilize the glossary and methodologies when you come across a new term or rating.
- Watch videos and read commentary from Morningstar and industry experts.
Time to Review Your Investment Portfolio?
- Look to the articles and videos for updated personal finance tips and commentary.
- Download the helpful step-by-step electronic guide, “30 Days to Financial Fitness.”
- Watch Morningstar’s recorded presentations for guidance on building and maintaining your portfolio.