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 What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. Crowdfunding—Capital for the 21st Century Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.