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 Content How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money and give you peace of mind. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different.