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 Give to Charity Without Reducing Your Legacy Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you... Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. Social Security: By the Numbers Here are five facts about Social Security that might surprise you.