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 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance. Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.