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 U.S. Personal Savings Rate What can be learned from the savings rate? Retirement Questions That Have Nothing to Do With Money Things to consider before retirement. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.