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 Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk. What's My 2023 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.