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 What Is a 1031 Exchange? A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes. Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.