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 What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe. Stop Wasting Money One way to find money is to examine your current spending habits and eliminate money wasters. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.