It May Be Time for a Financial Checkup 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 Question Thank you! Oops! Related Content Surprises Making the most of surprises is a great reason to work with us. Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.