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 Managing Money as a Couple Keys to preparing to grow wealthy together. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Savings and Cash Flow Savings is a critical tool to ensure positive cash flow in your personal finances.