Surprises Making the most of surprises is a great reason to work with us. Share | Related Content Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement. 3 Estate Challenges for Blended Families If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.