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 Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.