Sentences with phrase «near retirement»

As investors near retirement age, they shift their investment weighting from stocks to bonds.

Although it's important for people nearing retirement age to be wary of risky investments, they also shouldn't be too conservative.

Due to the taxation rules, this type of account is best for investors nearing retirement in the next decade or so.

As baby boomers near retirement age, the concept of a reverse mortgage may seem more enticing.

Last year's stock market meltdown, which left many private sector professionals near retirement with inadequate savings, illustrates the problems associated with shifting these risks to employees.

At the back end, pensions do have a retention effect on teachers nearing retirement age, but that comes too late to affect teacher retention rates very much.

And when nearing retirement age, that can be devastating.

Those who aren't near retirement age are nearing the end of their 14 year terms.

But as you think about nearing retirement and then in retirement, the question of well, how should I be allocated?

We have a substantial amount of cash that needs to be working harder than it currently is, but my husband is nearing retirement so we can not afford to lose any capital.

Then again, financial freedom seekers won't get near retirement goals by fleeing investment risk entirely.

But the programs are «not going to be for everyone,» she said, such as older workers nearing retirement age, a growing cohort in this country.

Dealing with high debt loads and a high interest rate with parents nearing retirement age can be a tough combination.

The median retirement savings of households near retirement age is just $ 17,000.

Individuals should take into account these risks when considering various strategies for investing, especially near retirement.

Investors nearing retirement often look for a strategy that will produce income; bond ETFs can serve this purpose well.

For example, as you draw near your retirement date, it will invest more money in bonds to reduce volatility.

Clients nearing retirement have increasingly been attracted to products that allow them to buy future income with recent portfolio gains.

He has been helping retirees and individuals nearing retirement establish plans designed to achieve their retirement goals since 1981.

One of the biggest factors is age — a 20 year old just starting out in the workforce will have an entirely different portfolio mix than someone near retirement.

Remember recruiters aren't keen on giving full - time work to employees nearing their retirement.

A new study finds that women nearing retirement age have a significant lack of financial knowledge.

While it's commonly known that teacher turnover rates are high in the early years, it's less well known that turnover rates are even higher for teachers nearing retirement eligibility.

As homeowners near retirement, often they consider leaving their cherished homes.

If you're getting older — perhaps nearing retirement age — but still wish to continue working, competing with the younger generation can be difficult.

Current owner nearing retirement, available to teach / mentor integrative approach.

Whether nearing retirement or new to the businesses, all real estate professionals will benefit from preparing for the future and having a sound exit plan in place.

This question is one that many nearing retirement forget to consider.

Generally, these efforts have focused on age cohorts near retirement age.

Under a final salary scheme the amount of pension received is based on salary near retirement and the number of years of membership in the scheme.

Honestly though, I haven't heard a reason to care much other than for tax reasons near retirement — to me, capital gains and dividends are mostly equivalent.

These are great for older investments who could not deal with a sudden loss of money near retirement, or those who only want slow, reliable growth.

I'm nowhere near retirement and the amount that I'm talking about is less than $ 5000.

Investors nearing retirement tend to pay particular importance to a company's dividend payments because it means more potential retirement income to them.

For coal miners nearing retirement age, a transition plan could make support payments available until they are eligible to receive their pensions.

Also realistic are practices where the older lawyer nearing retirement has transferable client relationships.

At this point you're either nearing retirement or are 100 % retired.

I'm 44, no where near retirement age.

As real estate salespeople near retirement or contemplate a lifestyle change, they may wonder if there is a way to cash out of their business building years.

Some salespeople who are nearing retirement opt to gradually slow down long before officially retiring.

Many people nearing retirement age especially want to get rid of their mortgages since they will soon have little to no income coming in to pay the mortgage bill every month.

As an estimated 77 million baby boomers near retirement age, reverse mortgage demand will increase.

Only when nearing retirement has it made sense to seek an intermediate allocation.

Consider for example, a recent client who was nearing his retirement with an engineering firm.

But as you think about nearing retirement and then in retirement, the question of well, how should I be allocated?

It is unlikely that teacher pensions are a factor in this difference since evidence shows that they do not act as a meaningful retention incentive outside of a small effect for teachers nearing retirement.