It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Surprises Making the most of surprises is a great reason to work with us. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.