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 Father Knows Best Financial behaviors you learned from dad may be influencing your own confidence in managing money. The 12 Steps to Living Confidently: How to Protect Yourself Protection. We’re obsessed with it these days. Tax & Estate Strategies for Married LGBTQ+ Couples Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.