It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Have A Question About This Topic? Address Thank you! Oops! Related Contents Forecast The market is as unpredictable as the weather. We’d love to help you prepare. Crowdfunding—Capital for the 21st Century Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.