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 Avoiding Cognitive Decline Try these activities to keep your brain sharp. Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.