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 Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer. Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.