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 Message Thank you! Oops! Related Content Surprises Making the most of surprises is a great reason to work with us. Avoiding Cognitive Decline Try these activities to keep your brain sharp. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.