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 Question Thank you! Oops! Related Content Tax Efficiency in Retirement What role would taxes play in your investment decisions? Avoiding Cognitive Decline Try these activities to keep your brain sharp. Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.