It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents A New Way to Look at Your Bucket List That big list of dreams and goals isn't the only way to look at your bucket list. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Surprises Making the most of surprises is a great reason to work with us.