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. Share | Related Content Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.