Sentences with phrase «individuals approaching retirement»

As individuals approach retirement age, portfolios should generally move to a more conservative asset allocation so as to help protect assets that have already been accumulated.

Not exact matches

To that point, 69 percent of baby boomers — a generation of individuals who are either in or approaching retirement — expect Social Security to be a «major» source of retirement income, according to a new report released this month by the Insured Retirement Institute.

With Wall Street establishment trust at an all - time low, and the baby boomer demographic rapidly approaching retirement, the timing for a superior solution for individual investors could not be any better.

These customers will include «mass affluent individuals who need a packaged approach to address legitimate retirement income needs,» he contends.

Typically, those approaching or in retirement would have anywhere from 40 % to 70 % of their retirement accounts in bond funds, cash or individual bonds such as U.S. Treasuries.

At the same time, active investing can be a valuable tool in more effective and nuanced management of risks, particularly in the crucial phases as individuals approach and enter retirement.

The firm uses its time - tested Upgrading approach to build and manage custom portfolios of funds and ETFs for high - net - worth individuals, foundations and corporate retirement plans.

There are few holistic approaches which are considered when going ahead with the retirement planning - lifestyle choices (which includes the way individual plans to spend their life) etc..

Attempting to address interest rate risk is always a challenge for retirement investors, whether for individuals utilizing 401 (k) accounts or for the largest pensions, but one approach commonly advocated for is the bond ladder.

Joe (7:57) «Most individuals, as they approach retirement, don't necessarily take a look at both sides of the balance sheet.

Forbes Magazine calls this system «a new approach to retirement planning» and it was named a best retirement calculator by the American Association of Individual Investor's (AAII) and canIretireyet.

We have dealt with a lot of the cultural issues of succession planning, and it's not an easy topic obviously for the individuals that are approaching retirement and that see themselves at 56, 58, 60, [or] 65 years old, that they have to hand over a client relationship.

Regularly reviewing your retirement accounts with a financial professional can help you better understand whether you are on course to meeting your individual retirement goals, or whether it's time to approach a different strategy.

Interestingly, life insurance can be a useful tool for many individuals and families who are approaching retirement as well as for those who are already retired.

This is a very practical approach to life insurance; since it may be long enough to cover any dependents a person may have or cover an individual until usual retirement age.

As Dale approached retirement, there were many rumors and several names leaked regarding his possible successors — an impressive roster of accomplished individuals.

But regardless of the big - ticket transactions, the firm, which specializes in retirement investment plans for individuals in the academic, research, medical and cultural industries, maintains a tight - lipped approach to its individual purchases — and marks a clear divide between its clients» investment funds and its real estate arm.