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 Tax Efficiency in Retirement What role would taxes play in your investment decisions? How to Conquer the World - 5 Financial Strategies for Savvy Learn more about women taking control of their finances with this infographic. Business Boosters: How to Exit Your Business Successfully Every business owner needs a plan to exit their business in a way that helps prepare them and the business.