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Investment phases

Distribution Phase

You are now retired. This is the time you will no longer get your paychecks. Your investments in earlier two phases will help you carry your lifestyle forward.

Detailed Report

Question: Do you have a life insurance?

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Question: Do you have a medical insurance?

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Question: Manged to have some emerrgency fund?

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Question: what portion of money do you save for retirement?

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Question: How do you follow your fixed budget of monthly expenses?

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Question: what portion of your income you spend on EMI?

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