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. Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.