Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Related Content Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.