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 When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.