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 Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Gift Yourself a Debt-Free Holiday Here are some tips on how to have a holly, jolly and less stressful gift-giving season. The 12 Steps to Living Confidently: Smart Debt Decisions Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.