Thanks for your reply.
I asked for 3 reasons.
Reason # 1: I am ~ 70 y.o. I have always had all of my portfolio in stocks, mostly index funds. I've done this because based on my health & genetics, and a few online sites that help you estimate your longevity, there's a good chance I'll live...
Can someone recommend a good questionnaire for investment allocation?
I don't think I have ever seen one that asks lots of relevant questions.
To cite 2 examples, I have never seen one that asks questions such as "is your pension reliable, e.g. from the govt?" or "what are you plans for your...