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? Name Email Address Message Thank you! Oops! Related Content Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. As of Today, You’re Different. Help others achieve life-long financial balance with just a desire to be something different. Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.