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 Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Good Health is Good Business Good employee health can be great for the company’s bottom line. Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?