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 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent.