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 Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Commitment and Money Conversations Talking about money isn’t as scary as it seems. Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.