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 Question Thank you! Oops! Related Content Is it Too Late to Plan for Retirement? These financial strategies can get you on track even if it feels too late to plan for retirement. Leveraging Whole Life to Pass on Wealth Using whole life to transfer wealth when it comes to paying estate taxes Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.