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 Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals.