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 The Twelve Steps to Living Confidently: Goals A step-by-step plan to become more financially and emotionally confident can make this year awesome. Surprises Making the most of surprises is a great reason to work with us. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government.