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 Surprises Making the most of surprises is a great reason to work with us. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.