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 When Do You Need a Will? When do you need a will? The answer is easy: Right Now. The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.