As you grow your wealth, you'll need to periodically rebalance your financial plan to adjust for the changing circumstances in your life and the economic world around you.
Rebalancing will help you not only live an organized financial life but allow you to make each dollar invested work more efficiently while increasing protection from unforeseen risks. So you can provide yourself and your family greater retirement income, peace of mind, and a financial legacy to leave to your heirs or charity.
Keeping a proverbial hand on the wheel will simplify your financial decision-making and allow your family greater control of your financial destiny.