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 Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.