Our annual Portfolio Makeover Week is coming up, and Christine Benz is looking for investors to have their portfolios overhauled.
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- Your age and age of your spouse, if you have one
- Your life stage: still working or retired?
- Approximate portfolio value
- Goals for a portfolio makeover
- Your key concerns about your financial plan
If we decide to profile your situation in our upcoming series, Morningstar director of personal finance Christine Benz will follow up with a request for additional details about your portfolio and your situation.
We look forward to hearing from you!