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 Question Thank you! Oops! Related Content Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Tying the Knot With the right planning, you can build confidence in the life you’re building together. How Interest Rates Affect Everything This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.