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 Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Should I Invest in Gold? Learning more about gold and its history may help you decide whether it has a place in your portfolio.