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 Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.