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. Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions. What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.