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 Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates. Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.