Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Share | Related Content Retirement Victory Lap A confident retirement begins with a plan. The Importance of Beneficiary Designations Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process. Unintentionally Disinheriting Your Spouse When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?