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 Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Surprises Making the most of surprises is a great reason to work with us.