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 Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.