Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content A Meal for All Generations When it comes to generational differences, knowing the facts can be difficult. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.