The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls. Related Content Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.