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 | Related Content What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.