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 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. The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Tax Efficiency in Retirement What role would taxes play in your investment decisions?