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 Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters. Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. When Do You Need a Will? When do you need a will? The answer is easy: Right Now.