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 Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.