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 Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. 9 Facts About Social Security There are things about Social Security that might surprise you. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.