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 Financial Hacks for Millennials: Values-Based Investing Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers.