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. Related Content Investments You’ve made investments your whole life. Work with us to help make the most of them. The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Diversification, Patience, and Consistency Three important factors when it comes to your financial life.