It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Surprises Making the most of surprises is a great reason to work with us. Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.