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 Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.