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 Content Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. The Importance of Business Valuation You know your company inside and out. But do you know how much it’s actually worth on the open market?