Glossary

rebalancing
Realignment of your portfolio on a regular basis to better align with your investment strategy and risk toleranceA measure of your willingness to accept greater risk in exchange for potential greater returns..
retirement income
Money you need each month to cover your essential expenses.
riders
Additional features of an insurance contract that offer additional benefits for an added cost. Synonyms: rider
risk tolerance
A measure of your willingness to accept greater risk in exchange for potential greater returns.
rollover
The process of moving money from one retirement account to another.

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