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Our Best Investment Portfolio Examples for Savers and Retirees Our Best Investment Portfolio Examples for Savers and Retirees This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help
10 Best Model Portfolios – Forbes Advisor Many investors find it intimidating to go through the process of building their own investment portfolio from scratch That’s why many financial advisors offer their clients model portfolios
5 Investments for Retirees and Examples of Portfolios - SmartAsset 5 Investments for Retirees When planning for retirement, it’s important to prioritize financial stability, predictable income and protection against inflation The best types of investments for retirees tend to focus on capital preservation and income generation, with less exposure to high-risk assets
What Should Your Retirement Portfolio Include? - Charles Schwab As you put together your retirement portfolio, you also need to think about the role your savings will play in your overall income plan For example, how much income do you expect from guaranteed sources like annuities, pensions, and Social Security? 6 "If these income streams generate enough income to cover the majority of your expenses, you might be able to maintain a more aggressive stance