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 A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.