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? Name Email Address Question Thank you! Oops! Related Contents Surprises Making the most of surprises is a great reason to work with us. Building Your Legacy A four-step framework for building a personal legacy. Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.