S.C. Parker & Co., Inc., the longest-running investment firm in Western New York. Jeff from S.C. Parker outlines the firm's rich history and independent status, which allows them to offer customized investment solutions without being tied to any specific company's products. The team emphasizes their commitment to research and tailoring portfolios to individual client needs. Laura Russo and Debra Feelin join Jeff to discuss the critical issue of women’s involvement in household finances. They highlight the common scenario where one spouse manages the finances, leaving the surviving spouse confused and overwhelmed if the managing spouse passes away. They stress the importance of both partners being actively involved in financial planning. The team from S.C. Parker provides a holistic approach to managing financial transitions, including updating beneficiary information and transferring accounts. They also touch on their efforts to assist Millennials in establishing sound investment strategies.