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 Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.