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 How Women Can Prepare For Retirement Are women prepared for a 20-year retirement? Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. 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.