It May Be Time for a Financial Checkup FREE GUIDE: THE SECURE ACT The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook. First Name Last Name Email Address Thank you! Oops! It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Surprises Making the most of surprises is a great reason to work with us. Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.