401(k) ยท Apr 26, 2024

Rule of 110: A Blueprint for Financial Success

A simple starting point for thinking about age, risk and an investment allocation.

Financial planning can often feel confusing. The Rule of 110 offers a simple starting point: subtract your age from 110 to estimate the percentage of a portfolio that might be allocated to equities, with the remainder in more conservative assets.\n\nThe rule is not a personalized recommendation. Risk tolerance, income needs, time horizon, health, taxes and other resources all matter. Used thoughtfully, it can start a useful conversation about whether your current mix aligns with your goals.\n\nReview your allocation regularly and consider professional guidance before making investment decisions.

Ready to apply these ideas to your retirement?

Start a conversation