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? Address Thank you! Oops! Related Contents Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.