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 Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. 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.