Leaving Your Lasting Legacy Get Access to Exclusive Content This page is only available to members of our community. Join us today and get full access. First Name Last Name Email Address Thank you! Oops! 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 Question Thank you! Oops! Related Content Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.