Sentences with phrase «retirement time horizon»

But don't forget that you goal is for your retirement savings to last for a 30 - plus - year retirement time horizon.

MAX fixed annuities are designed for clients with a shorter retirement time horizon.

It's all about being safe rather than sorry later so we aren't afraid to work a couple more years to have cushion, especially given our hopefully long retirement time horizon!

Of those who do have a plan, most plan a mere five years into retirement, rather than a far more likely retirement time horizon, such as 20 - 30 years.

But don't forget that you goal is for your retirement savings to last for a 30 - plus - year retirement time horizon.

Over the entire retirement time horizon, the average equity exposure for the IFA glide path strategy is 40 % and 50 % for the rising equity glide path strategy.

For the past few years I have been struck by the stark contrast between investment charts that show the impact of compounding interest for a 25 year old versus a 30 year old with a 30 year retirement time horizon.

The types of products you select will vary depending on several factors, including your risk tolerance and retirement time horizon.

Investors should consult their financial advisor for help selecting the appropriate fund of funds, or fund combination, based on an evaluation of their investment objectives, retirement time horizons and risk tolerance.

Generally, you should only reduce your stock allocation when your retirement time horizon gets down to about 15 years or less.

Accordingly, they suggest, we should just set every client's retirement time horizon to an arbitrary conservative number like age 95 or 100, just to be certain the client doesn't run out of money on the planner's watch.

Alternatively, a client with a shortened life expectancy might even choose to retire earlier, knowing that the retirement time horizon isn't as long, and that consequently not as much savings is needed.