Sentences with phrase «approaching retirement»

Our audience is mostly people like approaching retirement or living in retirement.

Those who were approaching their retirement years could head into the bank and get a loan for any (reasonable) amount that they desired.

If you are approaching retirement now, it's important to put a good plan in place.

If you are approaching retirement, take time to analyze your debts and strategize ways to eliminate or reduce them.

In my segment, I address those approaching retirement who are in the «Retirement Risk Zone,» a phrase finance professor Moshe Milevsky has used to describe the five years immediately preceding and the five years immediately following retirement.

Approaching retirement and looking to simplify your accounts?

While the 85.86 % total return over the past 16 years is not fantastic, I have positioned myself for excellent upside potential in the years approaching my retirement.

With these staggering statistics, it's important for those approaching retirement to consider added expenses in their financial plan.

If you are approaching retirement print these articles to help you decide on options when -LSB-...]

* People who are approaching retirement need to estimate probable returns in order to budget how much they need to save.

If you're in or approaching retirement — or if you simply prefer low volatility — then use a short - term bond fund and perhaps a ladder of GICs.

Readers often ask me whether the Couch Potato strategy is suitable for investors approaching retirement, or even those who have stopped working.

Those approaching retirement should hold safer investments than young professionals with lots of time to recover from steep portfolio drops.

But investors approaching retirement need to protect their assets by being more heavily weighted in stable fixed income investments.

In light of these developments, GAO was asked to review the financial status of workers approaching retirement and of current retirees.

There is a common question among those planning / approaching retirement and definitely among those already in retirement.

Recent studies have indicated that many Americans may be approaching their retirement years with increasing levels of various kinds of debt.

If you are older and approaching retirement, term life insurance may not be your best choice.

Those who are approaching retirement in 10 to 15 years should be able to buy solid companies easily with dividend yields of 6 % or more.

Whether you are years from retirement or even approaching retirement, you may find it worthwhile to consider a Roth IRA conversion — either for yourself or to potentially leave tax - free assets to heirs.

If you have debts and are approaching retirement, Bart advises you to deal with your debts now, so that when you retire you don't have the added stress of debt payments.

If you are approaching retirement, it is more important than ever to make sure your financial house is in order first.

An analysis by the federal government found that average Americans approaching retirement age have saved around $ 104,000.

If you are approaching retirement, not enough?

Bart advises people approaching retirement age to work to reduce debt before they retire, so that they don't have debt payments to worry about when they go on a fixed income.

Four in five households approaching retirement hold debt, a ratio that has remained steady for several decades.

They might focus on the debt side a little too much where they pay extra on their mortgage payments and they have very little liquid capital to provide any type of retirement income, and they might think that will be a safer route approaching retirement where in actuality that might be the opposite thing they should be doing.»

This advice is particularly important if you are approaching retirement.

As a result, seniors who are approaching retirement age and don't own a home need affordable retirement housing options.

Another consideration is the implications for parents approaching retirement age.

But if you are approaching retirement, perhaps your new target is a lower stock allocation, such as 60 %.

You may find this of interest if you are approaching retirement.

Social worker Gary Direnfeld, billed in TD's material as a family relationship expert, is quoted as saying it's «understandable» that people approaching retirement age will be reluctant to have to ask their grown children for financial support once they do retire.

(MarketWatch: Jul 2, 2014) On MarketWatch, financial advisor John Nyaradi recommends stocks that pay dividends for people in or approaching retirement.

For example, somebody approaching retirement might want to start withdrawals from their investments in a few years, but most of the money won't be needed for many years after they start retirement.

Choosing the right financial advisor can be a nerve - racking decision, particularly for people who are approaching retirement.

Gene, a hypothetical worker approaching retirement, has worked for 10 years in jobs where his earnings are covered by Social Security, and enough years in jobs where his earnings have

Is it too late to roll your plans and see significant savings by the time you are approaching retirement?

Employees approaching retirement over age 50 should try to max out their contributions if possible to improve their retirement savings.

For those approaching retirement and considering their financial outlook, the following information can help you decide if a reverse mortgage is right for you.

I know folks who plan to leave substantial legacies to their children... just as the children themselves are approaching retirement.

If you can afford the higher payment, it is in your interest to go with the shorter loan, especially if you are approaching retirement when you will be dependent on a fixed income.

«The unique investment approach to volatility seeks to limit the range of outcomes, which is critical, particularly for participants approaching retirement.»

This is critical as you're approaching retirement.

It is also good to worry more about hedging risk when you are approaching retirement and your risk tolerance is minimal.

*** But even if you are approaching retirement, you may still need to maintain some growth - oriented investments as a hedge against inflation.

a very great alternative during bear markets and for retirees approaching retirement within 1 - 3 years.

While it's common for Americans in their 60's to either be retired or approaching retirement, there still may be some beneficial value in investing in a life insurance policy.

Today, the legions of mature working - age adults in the G - 8 nations are aggressively saving in preparation for fast - approaching retirement (keep in mind that pensions are a form of savings).

The article review this trend and its implications for those approaching retirement.