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 Coaches Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.