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 Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.