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 Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio. Managing Money as a Couple Keys to preparing to grow wealthy together.