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 Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. What Does That Mean? IDK Financial acronyms you should know.