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. Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Surprises Making the most of surprises is a great reason to work with us.