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 Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Commitment and Money Conversations Talking about money isn’t as scary as it seems. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.