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 Surprises Making the most of surprises is a great reason to work with us. Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.