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 Question Thank you! Oops! Related Content Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.