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 Contents Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Building Your Legacy A four-step framework for building a personal legacy. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.