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 Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. 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.