Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Buying a Vacation Home? 5 Questions to Consider First You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters.