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 Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.