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 | Related Content 7 Ways to Show Your Appreciation for Mom this May For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude. Success Strategies: Start planning Now Using Life Insurance as part of a potential business succession strategy The Mattress Dilemma: Where to Stash Your Savings? Americans are saving more these days.1 Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.