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 What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. 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.