NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 27 Of 110
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Risk Tolerance: Risk tolerance influences investment choices for retirement.
Retirement Plan Monitoring: Regular monitoring adjusts plans for life changes.
Income Needs: Income needs vary by lifestyle, health, and dependents.
Emergency Fund: An emergency fund prevents dipping into retirement savings.
Investment Growth: Growth assets like equities are suitable for accumulation.
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