Sentences with phrase «retirement equity position»

Not exact matches

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.

He was looking for a financial partner and brought Berlin out of retirement in an equity position.

Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.

The idea of moving to more conservative equity funds in retirement is not unusual but my position is to maintain the more diversified equity portfolio (large, small, value, growth, REITs U.S. & international asset classes).

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

Another alternative that would reduce early sequence risk is to start retirement with a lower equity position, continuing a dollar cost averaging system the first N years of retirement.

«As equity markets return and stocks trade up, people are now in a position to execute their retirement plans, & # he says.

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.

Now in retirement age, you are in a position where you would prefer to access this equity, and a reverse mortgage is a loan that can help you do just that.