Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month. Investments You’ve made investments your whole life. Work with us to help make the most of them. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.