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. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic. Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.