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 How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.