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 What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan. Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. From Aliens to Zombies, the A to Z of Insurance When your life changes, your insurance needs change as well.