Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? The History of Currency Currency has been around for a long time. Here’s a quick history lesson. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.