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. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Preparing the Future Generation Discover why we need to plan the future for future generations today. The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out. Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan.