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Retirement
SmartMoney Asset Allocation System for Retirees
JUST BECAUSE you're retired doesn't mean you can relax when it comes to your investments. That's why we created a version of the SmartMoney One Asset Allocation program for retirees. Use the sliders to enter your personal information, and the worksheet will recommend an asset allocation. It will also show you the returns you can expect from that portfolio, based on historical averages. Remember to review your allocation every six months to account for changes in your circumstances.
Retirement Worksheet
SmartMoney.com would like to invite you to visit our Variable Annuities Custom Resource Center.
Click here to find out more about this financial product and how it may apply to you.
Click here to find out more about this financial product and how it may apply to you.
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Posted: 3:56 PM EST May 15, 2009
Posted by: miketax
Does anyone know if the results of this worksheet is standard stuff, meaning the results produced are indicative of what most financial planners would recommend?
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