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 The 12 Steps to Living Confidently: The Small Business Dream Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success. RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.