How does your ideal retirement differ from reality, and what can we do to better align the two?
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What lessons can you learn from your family members, and what can they learn from you?
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.