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 Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options. Planning Your Legacy Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.