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 Managing Money as a Couple Keys to preparing to grow wealthy together. Did Father Know Best About Financial Decision-Making? “Listen, money doesn’t grow on trees.” Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.