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 Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage.