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 » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement. To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.