Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. 3 Important Insurance Considerations for Retirees Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.