Do 70/30 Portfolios Make Sense For Retirees? – ThinkAdvisor

As clients age, the disbursement of retirement savings becomes central. This process begs the question: How can advisors adjust current portfolios, even slightly, to best support older clients? Christine Benz, Morningstar’s director of personal finance, recently looked at the portfolio of a married couple in their 60s, who live primarily on their Social Security and […]

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