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[PDF File]Welcome to Discovery Bank. Discovery Bank Black Collection ...
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Discovery Bank is designed to share the value that you create by managing your money well, back with you through unprecedented interest rates, retail and travel discounts and other rewards. Accounts Portfolio or aailale alane otal alane isoery iles alane inanial eaiors itality oney Diamond status ains et Insrane etirement Proerty inanial eaiors are-ale rears sta ynami Interest ates Accounts ...

[PDF File]PSSap Investment options and risk - CSC
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Managing and measuring investment risk ..... 21 . Investment options and risk 4 of 23 02 Auto versus choice lifePL insur over 0 How we invest your super At the heart of it, we’re investment strategy experts who aim to optimise your super returns over the long term. About us We’re Commonwealth Superannuation Corporation (CSC) and we’re proud to have managed super for current and former ...

[PDF File]Financial Planning for Retirement Living
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this is a long-term plan. Plus, you also have the hassle of managing everyone who provides these services. 4 www.TrueConnectionCommunities.com Lifestyle The retirement years should be about having less responsibility and more fun. It’s hard to enjoy that freedom when you’re tied to a house and all the time and expense that goes with it like replacing the driveway, a new roof, or a new ...

[PDF File]Horizons 2035 Target Date Fund partner.com
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investment decisions to an experienced portfolio management team. The investor picks the Horizons Target Date Fund with the date closest to his or her expected retirement year. As the retirement date for the fund gets closer, the asset mix (stock funds, bond funds and other investments) gradually adjusts to a more conservative asset mix until it eventually consolidates into the Retirement ...

[PDF File]Fidelity Personal Retirement Annuity
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Now that you’re familiar with some of the benefits of managing a portion of your portfolio’s tax exposure with a deferred variable annuity, consider the low-cost Fidelity Personal Retirement Annuity1 to help power your retirement savings. And remember, unlike most tax-deferred accounts, your tax-deferred variable annuity has no IRS

[PDF File]The Path to Your Retirement
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2021-03-02 · own personal retirement benefits. Review your beneficiary designations periodically and update as needed. Keep in mind potential FedEx benefit plans and programs such as your 401(k) Plan, your Portable Pension Account in the Pension Plan, savings accounts at the FedEx Credit Association, any company-provided or optional life insurance, as well as policies or other benefits you may have …

[PDF File]Taking a One-Portfolio Approach to Your Investments
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Your portfolio is the collection of all your investment accounts, whether that’s one or several. Yes, it’s possible to have more than one portfolio if, for example, you’re using one approach to save for retirement and another to save for your kids’ college. But we’re going to keep things simple and focus on your retirement portfolio. If you only have one investment account, perhaps a ...

[PDF File]1. Open a new IRA. 2. Fund your account. 3. Build your ...
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Learn how to design a portfolio based on your risk tolerance and current stage of life using our educational resources and tools: • Education Center View courses on creating and managing your own portfolio and more. Portfolio Planner™ tool Create and track your own target Then, choose your investments: • Mutual funds • Bonds and CDs ...

[PDF File]401(k) Savings Plan - Empower Retirement
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managing their money. No matter what type of investor you are, the 401(k) Savings Plan provides you with the opportunity to choose the investment strategy that’s right for you. Two ways to invest. We know that making investment decisions can be overwhelming. That’s why the Plan offers two distinct ways to invest — and you pick the investment strategy that’s right for you. Depending on ...

[PDF File]BlackRock Diversified Income Portfolio
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while managing risk. Account access and portfolio transparency We will keep you informed and up-to-date as your account holdings are adjusted to respond to market activity. A comprehensive annual review is performed to help ensure that your account is aligned with your personal financial situation and goals. • Minimum investment: $200,000 3

Managing your own retirement portfolio