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 Question Thank you! Oops! Related Content Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." The Five Basics of Financial Literacy How literate are you when it comes to your finances? Brush up with these five basics.