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 | Related Content Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Healthy Body, Healthy Pocketbook Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.