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 It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Retirement Traps to Avoid Beware of these traps that could upend your retirement. The Twelve Steps to Living Confidently: Budgeting One of the most important steps to become financially sufficient is to set up a realistic budget.