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? Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan. Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.