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 Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.