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 Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Surprises Making the most of surprises is a great reason to work with us. Money Draining Food Myths These food myths will really put a drain on your wallet.