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Simon Potter - 1 Mike Shamrell - 1 boomers — - 1 Shamrell - 1 Carolyn McClanahan - 1 McClanahan - 1 Carl Smith - 1 Sri Reddy - 1
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☆ 37% of baby boomers have more stock exposure than they should, Fidelity says. These 4 tips can help
  + stars: | 2023-07-29 | by ( Lorie Konish | ) www.cnbc.com   time to read: +6 min
Simon Potter | Getty ImagesWhen it comes to stocks, investors face a big question: How much exposure is enough? At Fidelity, the allocations to equities in retirement funds are about 10% higher than where they should be, Shamrell said. watch nowSome of those investors with excess stock exposure may simply need to rebalance after recent market highs, Shamrell said. Experts say having the right mix of equities can go a long way toward helping retirees meet their financial goals. Importantly, a client's personal circumstances drive these goals, McClanahan noted.
Persons: Simon Potter, Mike Shamrell, boomers —, Shamrell, Carolyn McClanahan, McClanahan, Carl Smith, Sri Reddy Organizations: Getty, Fidelity Workplace, Security, Fidelity, Planning Partners, CNBC's, Principal Financial, iStock Locations: Jacksonville , Florida
☆ 75% of retirees fall short of a key retirement income goal. These steps can help
  + stars: | 2023-01-21 | by ( Lorie Konish | ) www.cnbc.com   time to read: +6 min
But many retirees fall short of that retirement income goal, according to research from Goldman Sachs Asset Management. The gap isn't surprising, considering that more than 40% who are still working say they are behind schedule on their retirement savings. "You have all these competing priorities that can crowd out retirement savings," said Mike Moran, senior pension strategist at Goldman Sachs. What to know about Social Security's 8.7% cost-of living adjustmentWhy applying for Social Security benefits with long Covid is tricky1. Delay claiming Social Security benefitsThe longer you wait to claim Social Security retirement benefits up to age 70, the bigger your monthly checks will be.
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