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 Surprises Making the most of surprises is a great reason to work with us. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. What Smart Investors Know Savvy investors take the time to separate emotion from fact.