The 100 Minus Age rule is a simple way for clients to determine the percentages of their savings that should be allocated to safe versus risky investments.
The second slide in this set shows a 50/50 allocation. This would be appropriate for a person who is currently age 50 (100 minus 50 = 50%).
The third slide shows a 65/35 allocation. This would be appropriate for a person who is age 65 (100 minus 65 = 35%).
The older a person becomes, the less should be allocated to risky investments. This makes sense because the older client has less time remaining that he or she can wait for the market to recover any losses.
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