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 Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs. Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.