Investment Strategies for Retirement The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content The Twelve Steps to Living Confidently: Budgeting One of the most important steps to become financially sufficient is to set up a realistic budget. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses.