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 Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan.