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 Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. How Helping Charities Helps You Donation is on people’s minds around tax season.