4 Elements of an Estate Strategy Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Learn about the importance of having an estate strategy in this helpful and informative video. Related Content Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter. Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle. Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.