How much is the decent
goal equity percentage as monthly profit target.
Not exact matches
https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/ Presumably then the
equity percentage after about age 70 or so would be largely a function of how much risk you can tolerate and if you can easily meet your financial income
goals with a typical potential range of 20 % to 70 %
equities to select from.
Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the
percentage of
equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your
goal on policy maturity.
The Automatic Asset Rebalancing Strategy feature automates the
percentage of
equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your
goal on policy maturity.
Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell
percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing
goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home
equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.