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 Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Diversification, Patience, and Consistency Three important factors when it comes to your financial life.