Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Assess Your Life Insurance Needs This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely. Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.