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 Message Thank you! Oops! Related Content Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. Layers of Protection Take these five steps to protect your financial well-being before making any other changes.