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 Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. The Cost of Procrastination Don't let procrastination keep you from pursuing your financial dreams and goals.