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. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content What Can You Buy With 529 Distributions? This article can be a helpful guide when begin preparing for education expenses. Investments You’ve made investments your whole life. Work with us to help make the most of them. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.