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 What Smart Investors Know Savvy investors take the time to separate emotion from fact. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources.