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 Contents A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.