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 Surprises Making the most of surprises is a great reason to work with us. Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.