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 Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. How Financial Professionals Are Compensated Read this overview to learn how financial advisors are compensated. The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.