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 The Latte Lie and Other Myths Check out this video to begin separating fact from fiction. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." A Primer on Dividends A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."