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 To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. 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.