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 To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month. 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.