Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Share | Related Content Take the Stage: Planning for All Types of Families What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from... Infographic: Women Are Financially Savvy Women are financially savvy. Yet, there are still unique challenges working against women in retirement. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.