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 Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Thanks Mom It turns out Mom really did know best when she laid down essential truths to live by. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.