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 Question Thank you! Oops! Related Content Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Aware of Employment Rights for Workers with Disabilities? Approximately 20% of U.S. adults have a disability, according to the CDC. How Financial Professionals Are Compensated Read this overview to learn how financial advisors are compensated.