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 Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.