Birdseye Financial Services (360) 722-7889
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Rule of 100

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The Rule of 100 is a guideline accepted by many people in the financial services industry that outlines an appropriate amount of risk you should carry in your portfolio. Very simply stated, you take the number 100 and subtract your age. The number remaining should be the percentage of your portfolio that is at "RISK." Remember, in this case, risk is defined as money that is not principal protected.

Then your age represents SAFE
100 Minus your age represents RISK

EXAMPLE
If you are 65 years old
100 - 65 = 35
  • 65% should be placed in principal protected or safe money accounts
  • 35% would be the percentage of assets that should be at risk

THE RESULTS
When we grow older, our money is positioned with less risk. This is important because as we grow older, our time horizon is shorter and during retirement when income is needed, we don't want to leave our nest egg open to market declines.
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Phone 360-722-7889
Fax #425-412-6865
INFO@BIRDSEYEFINANCIAL.COM
Birdseye Financial (MAP)
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we often work with Secure Investment Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Rule of 100
    • Tax Strategies >
      • Tax Saver Calculator
      • RMD Calculator
      • Qualified Charitable Donation
      • Medicare Tax Deductions
    • Webinars >
      • Economic Strategy Webinar
      • Five Key Areas of Retirement Webinar
    • Video Library
  • Planning
    • Retirement Analysis >
      • Retirement Meeting
      • RA Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis
    • Risk Investments
    • Secure Investment Management
    • Federal Benefits >
      • Federal Benefit Kit
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Meeting
      • Medicare Networks
    • Long-Term Care
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Documentaries
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting >
      • Online Meeting Details
    • Secure Upload
    • Retirement Analysis
    • Retirement Portal
    • Rate our Service
    • Referral A Friend