Your DNA Test 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! Preparing for the unexpected can make all the difference if your family relies on your income. Related Content Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.