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 Message Thank you! Oops! Related Content A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.