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 A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. Rightsizing for Retirement What does your home really cost? Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.