Evaluate Your Priorities
It is important to work through the following questions in order to determine your priorities.
How important is: not running out of money during your lifetime? Avoid becoming a burden on your family due to chronic or terminal illness? Leaving a legacy to your family or charity after your lifetime?
As you consider the investment decision you have taken in recent years, how confident are you that you can make up for any lost ground? What is your future outlook?
Do you have a strategy to address the financial impact of an unexpected chronic or terminal illness? How are you positioned to handle this financial impact? If you sold assets, would you have enough to cover all the cost associated with a chronic or terminal illness? Have you considered inflation?
Now is a prudent time for review. Asset allocation is most important in today’s environment.
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