What Money to Take First? When you retire, deciding which money to use first can be critical to your long-term financial outlook. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content How Will You Be Remembered? How are you protecting your own memory through adequate legacy planning that will pass your gains safely on to your family. Investments You’ve made investments your whole life. Work with us to help make the most of them. Tying the Knot With the right planning, you can build confidence in the life you’re building together.