Customizing Your Rebalancing Approach as You Near Retirement
As you near your last working years, the risks you’re comfortable with today might need a fresh approach. Whether you’re a high-earning sales professional with unpredictable income, a business owner balancing risk and reward, or an executive juggling work and personal finances, your asset allocation should align with your unique financial journey.
Tweaking your rebalancing approach ensures you’re not caught off guard by market swings. This may mean moving gradually to more conservative assets, reviewing your targets more frequently, and checking if your quarterly or annual bonuses could trigger portfolio imbalances or unexpected taxes.
The right rebalancing method can support your retirement goals, safeguard against surprises, and offer peace of mind during this critical transition.
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Sentient Financial is a state‑registered investment adviser in California. This post is for informational purposes only and is not an offer to buy or sell securities or to provide investment advice. Past performance does not guarantee future results.
