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 Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction. The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice.