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 Is a SEP-IRA Right for Your Business? For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration. Home Ownership by the Numbers Tips on home-buying for Millennials. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.