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 Planning Your Legacy Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan. All Under One Roof Consolidating your assets onto one platform can reap multiple benefits. Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.