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 Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them.