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 | Related Content Surprises Making the most of surprises is a great reason to work with us. Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.