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 Contents A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.