Preparation is the Key to Retirement 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! The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more. Related Content Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy. Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.