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 Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.