It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial advisor about changes in your situation. Share | Related Content Surprises Making the most of surprises is a great reason to work with us. Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime Four vacation destinations you might never have thought of. How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.