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. Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Avoiding Cognitive Decline Try these activities to keep your brain sharp. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Understanding Equity Compensation Net Unrealized Appreciation and how it affects tax responsibilities.