Working With A Financial Professional Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content What Can You Buy With 529 Distributions? This article can be a helpful guide when begin preparing for education expenses. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.