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 Women on the Rise Explore the growing influence women wield over the economy with this handy infographic. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.