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 All Muni Bonds Are Not Created Equal Gaining a better understanding of municipal bonds makes more sense than ever. Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.