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 Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work. Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education. 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.