John has a Life Term Insurance of $156, 000 provided by the employer and Sue $138, 000
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Question:
John has a Life Term Insurance of $156, 000 provided by the employer and Sue $138, 000 also provided by her employer, and both contribute to Social security.
They also have long-term disability benefits provided by their employer which is $2,900 for John and $2,500 for Sue.
John makes $78,000 Gross Salary and Sue makes $69,000 Gross Salary annually.
John's desired retirement age is 63 and Sue's desired retirement age is 60.
Sue has an inheritance from her parents when they die valued at $400,000 who are 73 years and 70 years respectively.
Construct a portfolio indicating their investment risks, allocation of specific assets, and why that allocation is being performed.
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