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 6 Steps to Rewire the Mind-Money Connection People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit. Silver Sneakers 101 Medicare’s popular program, offering free gym membership and health education. The Mattress Dilemma: Where to Stash Your Savings? Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.