It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. Should You Choose a Fixed or Variable? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.